Hamilton & Company
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$0
Clients
9
Advisors
2
of 7 employees
About
Hamilton & Company provides investment consulting to a select mix of clients, including high-net-worth individuals and family offices as well as institutional clients such as endowments, foundations and retirement plans. Its advisory services include investment planning, organizational advice and supervision, manager selection and custody searches, and the preparation of Statements of Investment Objectives and Guidelines tailored to each client.
The firm does not offer discretionary portfolio management or recommend individual securities; instead it advises on portfolio-wide matters, conducts manager due diligence, and prepares formal performance reports, typically on a quarterly basis. Relationships are customized rather than run on model portfolios or proprietary pooled funds, and the firm emphasizes statistical and structural analysis to address portfolio risk and client cash-flow needs.
Established over 40 years ago, the small two-advisor practice is staffed by senior professionals and operates on an independent, commission-free consulting model that follows the CFA Institute’s Code of Ethics. Unusually for peers, the firm neither manages client assets nor takes custody or trading authority, concentrating on manager selection, risk evaluation and bespoke structuring and transition plans to meet diversification and ongoing cash-flow objectives.
Client services
Expertise
Occupation focus
Fee options
Flat fees negotiated with clients per engagement
Fees based on hourly charges when applicable
Minimum fee: Flat fees or asset-based fees, negotiated based on engagement specifications
Main office
650 College Road East, Suite 3400
Princeton NJ 08540
Advisors at this office
2
Most active in
New Jersey
Also doing business as
Hamilton & Company · Hamilton Johnston & Co Inc · Hamilton, Johnston & Co., Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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
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 with one year of industry experience. He has been associated with Hamilton, Johnston & Co., Inc. since 2003. Hamilton & Company provides investment consulting to high-net-worth individuals, family offices, and institutional clients such as endowments and retirement plans. The firm offers customized advisory services focused on portfolio-wide matters, manager due diligence, and risk evaluation, without discretionary management or recommending individual securities.
Robert M
CFA®
Princeton, NJ
Hamilton & Company
Robert Misner II is a CFA® charterholder with 14 years of industry experience. He has been with Hamilton, Johnston & Co., Inc. since 2006, totaling 20 years at the firm. Hamilton & Company is a boutique investment consulting firm serving high-net-worth individuals, family offices, and institutional clients such as endowments and foundations. The firm provides non-discretionary advisory services including investment planning, manager selection, and performance reporting, focusing on portfolio-wide analysis and customized client relationships.
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