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Wilbert Lamar Hamilton

Advisor at Hamilton Capital Advisors LLC — Huntsville, AL

Updated today

Credentials

Series 63, Series 65

Experience

13 years

Location

Huntsville, AL 35806

Hamilton Capital Advisors LLC logo

Hamilton Capital Advisors LLC

Supported

Total advisors

2

Across 2 offices

Clients per advisor

0 Very Low

Avg AUM per client

—

HNW client ratio

—

About

Wilbert Hamilton is a financial advisor with Hamilton Capital Advisors LLC in Huntsville, AL, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior roles include positions at firms such as Grant & Hamilton Capital Advisors LLC and Questar Asset Management, Inc. He is also an insurance agent offering fixed insurance products focused on asset protection and retirement income through his ownership in Hamilton Wealth Advisors LLC. Hamilton Capital Advisors LLC provides investment management, retirement-plan advisory, and consultant services primarily to pooled and institutional investment programs, while also offering portfolio management and financial planning for private clients. The firm employs a combination of fundamental and technical analysis with discretionary management and third-party manager solutions to meet client objectives.

Client services

Based on Hamilton Capital Advisors LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Hamilton Capital Advisors LLC

Business ownership considerations Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Wealth management

Occupation focus

Based on Hamilton Capital Advisors LLC

Founder/Business Owner

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Fee options

Fixed

Fixed fees from $1,500 up to $50,000 for Financial Planning and Consultation Services

Percentage

$500,000 - $1,000,000: 2.00% $1,000,001 - $5,000,000: 1.50% $5,000,001+: 1.00%

Project-based

$150 to $300 per hour for Financial Planning Services

Other

Account minimum: $500,000 Minimum fee: Minimum annual fee of $10,000 for Private Client Services; Minimum annual fee of $5,000 for Stand-alone Portfolio Management Services Fee-only: Fixed fees for Financial Planning and Consultation Services range from $1,500 to $50,000; Hourly rates between $150 and $300 per hour

Location

See office

Huntsville, AL

1525 Perimeter Pkwy, Suite 145

Huntsville AL 35806

Advisors at this office

1

Most active in

Alabama · Georgia · Texas

Work history

13 years of industry experience

Closing The Gap Hamilton Wealth

2022 - Present • 4 years

Birmingham, AL

Hamilton Capital Advisors LLC

2020 - Present • 6 years

Atlanta, GA

Grant & Hamilton Capital Advisors LLC

2016 - 2020 • 4 years

Atlanta, GA

MSI Financial Services, Inc.

2016 - 2016 • 1 year

Kovack Advisors, inc.

2015 - 2016 • 1 year

Questar Asset Management, Inc.

2013 - 2015 • 2 years

Gradient Advisors, LLC

2012 - 2013 • 1 year

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Henry C

CFP®, Series 7, Series 66

Huntsville, AL

Keel Point, LLC

Henry is a CERTIFIED FINANCIAL PLANNER® professional and Wealth Advisor at Keel Point who believes the best financial planning happens through real relationships. He works with pre-retirees, retirees, and young professionals who want to feel confident about where they are headed and why, bringing clarity and purpose to some of life’s most important decisions. With a background in comprehensive financial planning across retirement, tax, insurance, investment, and estate planning, Henry makes complex topics approachable without ever losing sight of the person behind the plan. Before entering financial planning, Henry worked as a broadcast engineer for Auburn Athletics, facilitating more than 300 live broadcasts on ESPN and the SEC Network. He holds a Master of Business Administration and a Bachelor of Arts in Media Studies, both from Auburn University. Outside of work, Henry founded Rocket City Fellowship, a community for young men in Huntsville, and served with Young Life for over a decade, including leadership roles at Frontier Ranch and Auburn High School. He serves on the Auburn University Harbert College of Business Young Alumni Council and is a graduate of Leadership Greater Huntsville Connect Class 27. Originally from Memphis, Tennessee, Henry now lives in Huntsville with his wife Lizzie and their black lab, Sage.

Wealth management General retirement planning General tax planning Multi-generational wealth transfer Life insurance needs analysis Retired Government Employee Doctor or Medical Professional Engineering Professional Retired Approaching retirement Mid-Career Professionals Career Changers HENRY (High Earners, Not Rich Yet)

Drew C

Series 66, Series 7

Huntsville, AL

Keel Point, LLC

Drew Chapman serves as a Senior Wealth Advisor at Keel Point, where he focuses on helping families as well as federal government executives through complex retirement and investment strategies. With over a decade of financial planning experience, Drew brings clarity and confidence to clients navigating TSP, FERS, and CSRS benefits, as well as executive compensation and early retirement offers (VERA/VSIP). He is passionate about helping families align their financial decisions with their personal values, long-term goals, and legacy planning needs. Drew takes a comprehensive and relational approach, integrating retirement planning, tax efficiency, and multi-generational planning to help clients harness wealth to live with peace and purpose. Before joining Keel Point, Drew honed his expertise at both boutique advisory firms and national financial institutions. He holds a degree in Economics and Finance from Auburn University and is a Certified Kingdom Advisor (CKA). Drew is also a trusted resource within the federal employee community, frequently presenting classes on retirement readiness and financial wellness. Outside the office, Drew enjoys time with his wife and daughter, friends, reading, mentoring young professionals, and spending time outdoors—especially on the golf course.

General retirement planning General tax planning Charitable giving & philanthropy Retirement income strategy Private / alternative investments Government Employee Independent Contractor Military & Veterans Founder/Business Owner Retired Approaching retirement Retired Widow/Widower Christian Faith Based Religious/faith focused
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Brian S

CFA®

Huntsville, AL

Capital Stewards, LLC

Brian Seay is a CFA® and the sole advisor at Capital Stewards, LLC in Huntsville, AL, with five years of industry experience. Prior to founding Capital Stewards in 2021, he worked at Truist Bank for four years and Accenture for two years. Capital Stewards, LLC provides ongoing portfolio management and financial planning primarily for individual and high-net-worth households, as well as pension plans and charitable organizations. The firm’s investment process combines fundamental analysis, modern portfolio theory, and quantitative methods, utilizing a range of investment vehicles including mutual funds, ETFs, fixed income, real estate funds, and alternative investments.

Options & derivatives strategies Private / alternative investments Annuities Concentrated stock management
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Paul L

Series 65

Huntsville, AL

Lamont Trading Advisors, Inc.

Paul Lamont is the principal of Lamont Trading Advisors, Inc. in Huntsville, AL, with 20 years of industry experience. He holds a Series 65 designation and has managed his advisory firm since 2005. Prior to founding the firm, he spent eight years at Eureka Cattle Company, Inc. Lamont Trading Advisors provides investment advice, account management, and financial consultation to individuals, corporations, trusts, and pension plans. The firm offers two managed account programs focused on short-term U.S. Treasury bills and actively managed bear market strategies, combining charting, cyclical, fundamental, and technical analysis with discretionary trading authority.

Active portfolio management
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Bobby J

CFP®, ChFC®, Series 63, Series 65

Toney, AL

Junkin & Company, Inc.

Bobby Junkin Jr. is the principal of Junkin & Company, Inc. in Toney, Alabama, with 20 years of experience in financial advisory services. He holds the CFP® and ChFC® designations and has led his independent firm since 2013. In addition to his advisory role, Mr. Junkin is a licensed insurance agent and occasionally offers advice on commissionable insurance products. Junkin & Company provides financial planning and investment advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm emphasizes a passive investment approach based on the Efficient Market Hypothesis and Modern Portfolio Theory, typically recommending unaffiliated advisers to implement diversified, long-term strategies.

General retirement planning College savings (529s, UTMA, etc.) Wealth management
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Kenneth C

ChFC®, Series 63

Huntsville, AL

KG Consulting Group, Inc.

Kenneth Cantley is a financial advisor with KG Consulting Group, Inc. in Huntsville, AL. He holds the ChFC® designation and a Series 63 license and has 10 years of industry experience. Prior to founding KG Consulting Group in 2015, he engaged in general insurance sales on an occasional basis. KG Consulting Group, Inc. provides investment advisory and financial planning services to individuals, corporations, and employee benefit plans. The firm manages approximately $10.8 million across about 15 clients, offering portfolio management, financial planning, and pension consulting, including participant enrollment support and educational seminars.

Retirement income strategy Annuities Wealth management
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