Hamilton Capital Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$293,973,695
Clients
163
Advisors
2
of 5 employees
About
Hamilton Capital Partners provides asset management and general consulting to individuals (including high‑net‑worth clients), trusts, estates, retirement plans, and business entities. The firm delivers individualized portfolio management for clients and routinely monitors accounts on an ongoing basis, typically under percentage‑of‑assets arrangements.
Its investment process is multi‑disciplinary, employing fundamental, technical, quantitative, sector and cyclical analysis to construct tailored portfolios of individual stocks, bonds, ETFs, options and other public and private securities. Portfolios are actively monitored and rebalanced, may include long‑ and short‑term strategies (including options and short sales), and HCP may engage third‑party sub‑advisers while retaining overall oversight.
A notable feature in the brochure is that the firm is also registered as an insurance brokerage and its representatives are licensed to sell insurance products and receive commissions for those sales, a conflict the firm discloses and says it manages. The firm’s structure — joint ownership by two wealth‑management entities and a relatively large asset base for a small advisory team — is emphasized in its disclosures about governance and custodial arrangements.
Client services
Expertise
Fee options
General consulting services may be charged on a fixed fee basis; maximum fixed fee consulting engagement is $100,000
Maximum annual fee up to 1.5%, billed quarterly in advance or arrears depending on custodian, fees are negotiable
Fees for consulting services may be charged on an hourly basis; specific amounts not stated
Account minimum: $5,000,000 (negotiable and can be waived at firm’s sole discretion) Fee-only: General consulting services fees are negotiable and vary; charged on fixed fee (up to $100,000 max) or hourly basis
Main office
3400 Peachtree Road, NE, North Tower, Suite 125
Atlanta GA 30326
Advisors at this office
2
Most active in
Alabama · Colorado · Florida · Georgia · Illinois · Indiana · New York · Tennessee · Texas
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.
Quick links
Advisors at this firm
Michael F
Series 65
Atlanta, GA
Hamilton Capital Partners, LLC
Michael Fortune II is a Series 65-licensed financial advisor with seven years of industry experience. He is currently with Hamilton Capital Partners, LLC, where he has worked since 2021, following a three-year period at Hamilton Investment Counsel, LLC and two years at Fortune 401(K). Outside of his advisory role, he serves as president of Fortune Wealth Management, Inc., a non-investment-related business, and is a partner involved in general business development at Perseus Venture Partners, LLC. Hamilton Capital Partners provides asset management and consulting services to individuals, trusts, estates, retirement plans, and business entities. The firm uses a multi-disciplinary investment approach that includes fundamental, technical, quantitative, sector, and cyclical analysis to create customized portfolios consisting of various securities, which are actively monitored and rebalanced.
Alonso M
Series 63, Series 65
Atlanta, GA
Hamilton Capital Partners, LLC
Alonso Munoz is a financial advisor at Hamilton Capital Partners, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses with nine years of industry experience. He previously worked at Hamilton Investment Counsel, LLC before joining his current firm in 2021. Outside of his advisory role, Munoz serves as president of Poseidon Capital Management, Inc., a partnership ownership entity, and is a partner at Perseus Venture Partners, LLC, where he is involved in general business development. Hamilton Capital Partners provides asset management and consulting services to individuals, trusts, estates, retirement plans, and business entities. The firm employs a multi-disciplinary investment approach using fundamental, technical, quantitative, sector, and cyclical analyses to construct and actively manage tailored portfolios across various securities.
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