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Wilbert H

Series 63, Series 65

Huntsville, AL

Hamilton Capital Advisors LLC

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.

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

Series 66

Atlanta, GA

Hamilton Capital Advisors LLC

Kaena Farmer is a financial advisor at Hamilton Capital Advisors LLC with two years of industry experience. She holds the Series 66 designation and has previously worked at Ameriprise and Accenture, as well as holding a position at Morehouse College. Hamilton Capital Advisors primarily provides investment management, retirement-plan advisory, and consulting services to pooled and institutional investment programs, while offering portfolio management and financial planning for private clients on a limited basis. The firm integrates fundamental and technical analysis with discretionary management and outsourced third-party manager solutions, managing approximately $87 million in client assets as of December 31, 2025.

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