Hamilton Capital Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Hamilton Capital Advisors LLC primarily provides investment management, retirement‑plan advisory, and consultant services to pooled and institutional investment programs, while also offering portfolio management and financial planning for private clients on a limited basis. The firm selects and recommends third‑party money managers and platforms — including FormulaFolio, Buckingham Strategic Partners, Orion Portfolio Solutions, SEI, and Symmetry — and reported $87,000,000 in client assets as of December 31, 2025.
The firm’s investment process combines fundamental and technical analysis and uses discretionary portfolio management alongside outsourced third‑party manager solutions, with ongoing monitoring and rebalancing to maintain alignment with client objectives. Engagement structures include asset‑based AUM arrangements as well as fixed‑fee and hourly financial planning options, and third‑party programs are implemented via sub‑advisory or solicitor relationships.
Noteworthy distinctions from many peers include an affiliated insurance agency through which firm personnel are licensed to sell life, disability, and related insurance products (the brochure discloses that insurance activities may occupy up to half of an advisor’s workweek). The firm also discloses the use of paid endorsements and solicitor/referral compensation while regularly selecting other advisers — a combination of insurance affiliation, endorsement arrangements, and formal third‑party manager selection that is statistically uncommon among investment manager firms.
Client services
Expertise
Occupation focus
Fee options
Fixed fees from $1,500 up to $50,000 for Financial Planning and Consultation Services
$500,000 - $1,000,000: 2.00% $1,000,001 - $5,000,000: 1.50% $5,000,001+: 1.00%
$150 to $300 per hour for Financial Planning Services
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
Main office
See office2727 Paces Ferry Rd., Building 2, Suite 310
Atlanta GA 30339
Advisors at this office
1
Offices (2)
Most active in
Alabama · Georgia · Texas
Also doing business as
Grant & Hamilton Capital Advisors · Grant & Hamilton Capital Advisors LLC · Hamilton Capital Advisors LLC · Hamilton Wealth Advisors
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Wilbert H
Series 65, Series 63
Huntsville, AL
Hamilton Capital Advisors LLC
Wilbert Hamilton is a financial advisor with Hamilton Capital Advisors LLC in Huntsville, AL, holding Series 65 and Series 63 credentials. He has 13 years of industry experience and has worked at related firms including Grant & Hamilton Capital Advisors LLC and Closing The Gap Hamilton Wealth. Outside of investment advisory, he is a principal owner and insurance agent offering fixed insurance products focused on asset protection and retirement income. Hamilton Capital Advisors LLC provides investment management, retirement-plan advisory, and consulting services primarily for pooled and institutional programs, while also offering portfolio management and financial planning to private clients on a limited basis. The firm combines fundamental and technical analysis with discretionary portfolio management and third-party manager solutions, maintaining client alignment through ongoing monitoring and rebalancing.
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.
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