A complete list of active advisors currently associated with Hamilton Capital Advisors LLC

Warmer can help you find a great advisor at Hamilton Capital Advisors LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Hamilton Capital Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse Hamilton Capital Advisors LLC's office locations.

Name	Location	Years of experience
Kaena Farmer	Atlanta, GA	2
Wilbert Hamilton	Huntsville, AL	13

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support