Hamilton Capital Partners, LLC logo

Hamilton Capital Partners, LLC

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Client assets under management

$293,973,695

Clients

163

39% high-net-worth

Advisors

2

of 5 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

82

High

Average account size

$1,803,520

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

Financial planning Portfolio management Pension consulting General consulting

Expertise

Options & derivatives strategies Passive / index investing Active portfolio management Concentrated stock management

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Fee options

Fixed

General consulting services may be charged on a fixed fee basis; maximum fixed fee consulting engagement is $100,000

Percentage

Maximum annual fee up to 1.5%, billed quarterly in advance or arrears depending on custodian, fees are negotiable

Project-based

Fees for consulting services may be charged on an hourly basis; specific amounts not stated

Other

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 location

Hamilton Capital Partners, LLC

3400 Peachtree Road, Ne, North Tower, Suite 125

Atlanta GA 30326, United States

Number of offices

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

Advisors at this firm

user avatar

Michael F

Series 65

Atlanta, GA

Hamilton Capital Partners, LLC

Michael Fortune II is a Series 65-licensed financial advisor with Hamilton Capital Partners, LLC in Atlanta, GA, bringing seven years of industry experience. He previously worked at Hamilton Investment Counsel, LLC and Fortune 401(K). Outside of his advisory role, he is a partner at Perseus Venture Partners, LLC, a holding company involved in general business development. Hamilton Capital Partners primarily serves individual and high-net-worth clients, as well as trusts, estates, pension plans, and business entities, providing discretionary asset management and consulting. The firm employs various analytic methods to implement tailored asset allocation strategies, managing approximately $444 million in discretionary assets across 163 clients.

Options & derivatives strategies Passive / index investing Active portfolio management Concentrated stock management
user avatar

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 eight years of industry experience. He has worked at Hamilton Capital Partners since 2021 and previously at Hamilton Investment Counsel, LLC from 2017 to 2021. Outside his advisory role, Munoz serves as president of Poseidon Capital Management, Inc., an entity related to partnership ownership and tax structure, and is a partner at Perseus Venture Partners, LLC, where he is involved in general business development. Hamilton Capital Partners primarily serves individual and high-net-worth clients, trusts, estates, pension plans, and business entities, providing discretionary asset management and consulting. The firm employs a combination of fundamental, quantitative, and technical analyses to implement tailored asset allocation strategies and manages approximately $444 million in assets.

Options & derivatives strategies Passive / index investing Active portfolio management Concentrated stock management
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