Hamilton & Company

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Client assets under management

Clients

100% high-net-worth

Advisors

of 7 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Very Low

Average account size

About

Hamilton & Company provides investment consulting to a select group of clients, including endowments, foundations, retirement plans and high‑net‑worth families and family offices. The firm’s services focus on investment planning, organization and supervision rather than discretionary portfolio management.

The firm does not analyze or recommend individual securities; instead it advises on portfolio‑level matters, drafts customized Statements of Investment Objectives and Guidelines, and assists clients with manager selection, custodian searches and statistical risk assessment. Consulting is delivered by senior professionals who prepare formal performance reports and tailor solutions to each client relationship.

Founded over 40 years ago and operating as an independent consultant since 1977, the firm relies on customized consulting rather than model portfolios or proprietary pooled funds. Unlike many peers, it does not direct client trades or have custody of client assets, and it maintains a small, selective client roster overseen by experienced consultants.

Client services

Consulting services on investment planning, organization & supervision for retirement plans, foundations & high-net-worth indiv.

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k)

Fee options

Fixed

Flat fees offered as part of fee arrangements; specific amounts not stated.

Project-based

Other fees may be based on hourly charges; specific hourly rates not stated.

Other

Fee-only: Flat fees or asset-based fees or a combination of the two, established and negotiated with clients, specific amounts not stated.

Main office location

Hamilton & Company

650 College Road East, Suite 3400

Princeton NJ 08540, United States

Number of offices

Most active in

New Jersey

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 609-452-0300

Advisors at this firm

Kendall H

Series 65

Princeton, NJ

Hamilton & Company

Kendall Hamilton is a financial advisor at Hamilton & Company in Princeton, NJ, holding a Series 65 designation. Hamilton has been associated with Hamilton, Johnston & Co., Inc. since 2003. Hamilton & Company provides independent investment consulting to endowments, foundations, retirement plans, high-net-worth families, and family offices. The firm focuses on portfolio-level advice, including asset allocation and manager evaluation, without recommending individual securities or accepting discretionary asset-management authority.

Wealth management Retirement plans for business owners (SEP, solo 401k)

Robert M

CFA®

Princeton, NJ

Hamilton & Company

Robert Misner II is a CFA® charterholder with 13 years of industry experience. He has been with Hamilton, Johnston & Co., Inc. since 2006. Hamilton & Company provides independent investment consulting to a select group of endowments, foundations, retirement plans, high-net-worth families, and family offices. The firm focuses on portfolio-level advice, including asset allocation, risk, liquidity, and manager selection, without recommending individual securities or accepting discretionary asset-management authority.

Wealth management Retirement plans for business owners (SEP, solo 401k)

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