A complete list of active advisors currently associated with Hamrick Financial, LLC

Warmer can help you find a great advisor at Hamrick Financial, LLC or one who fits your needs even better.

Hamrick Financial, LLC provides advisory services to individual and high‑net‑worth clients, offering ongoing investment supervisory services on a nondiscretionary basis and hourly financial planning. The firm documents client objectives and constraints in an Investment Policy Statement and provides asset allocation, asset selection, and regular portfolio monitoring. The adviser uses fundamental and technical analysis and implements both long‑term and short‑term trading strategies, while trades are executed only with client approval because the firm does not accept discretionary authority. Hamrick withdraws fees directly from client accounts with authorization, recommends a single custodian (Altruist Financial), and conducts at least quarterly account reviews performed by the managing member. Noteworthy aspects include that nearly all reported assets — approximately $60 million — are managed non‑discretionarily, a structure that is uncommon among independent firms and leaves trade decisions in clients’ hands. The firm also accesses a broad range of investment types (including private placements, hedge funds, REITs and third‑party managers) and does not accept proxy‑voting authority, leaving voting to clients.

To learn more about the advisors currently working at Hamrick Financial, 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.