Hamrick Investment Counsel, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$278,616,716
Clients
99
Advisors
3
of 3 employees
About
Hamrick Investment Counsel, LLC provides discretionary investment supervisory services and limited financial consulting to individuals (including high‑net‑worth clients), foundations, nonprofit organizations, and certain corporate retirement plans. The firm manages portfolios using publicly traded securities—stocks, bonds, mutual funds, ETFs, and REITs—and delivers ongoing portfolio management alongside occasional stand‑alone consulting for specific life events or transactions.
The firm’s investment approach is conservative and generally longer term, with an emphasis on asset allocation and broad diversification and active asset‑allocation adjustments typically confined to plus or minus 10% of target weights. Portfolios are implemented primarily with low‑cost index funds, select no‑load active funds, ETFs, and individual stocks held in a model stock portfolio; client objectives are documented in written investment policy statements and accounts are monitored regularly with quarterly reporting.
Compared with peers, Hamrick discloses use of artificial intelligence tools in investment research, financial planning, and administrative processes and describes supervisory procedures and data‑protection measures to review AI‑assisted outputs, a practice still uncommon among similar‑sized advisory firms. The firm is fee‑only, operates with a three‑advisor team overseeing roughly $299 million for about 99 clients, does not sponsor wrap or performance‑based fee programs, and maintains proxy‑voting policies while avoiding proprietary product conflicts.
Client services
Expertise
Occupation focus
Fee options
$0 - $2,000,000: 0.80% $2,000,001 - $5,000,000: 0.60% $5,000,001 - $30,000,000: 0.40% $30,000,001+: 0.30%
$400 per hour for financial consulting services, not to exceed $1,200 in advance for 6+ months
Account minimum: $500,000 Fee-only: Annual asset-based management fees on tiered schedule; $400/hour financial consulting fees
Main office
2033 Sixth Avenue, Suite 820
Seattle WA 98121-2567
Advisors at this office
3
Most active in
Arizona · California · Washington
Also doing business as
Hamrick Investment Counsel · Hamrick Investment Counsel, LLC · Hamrick, Roy A.
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.
Advisors at this firm
Todd W
Series 65, Series 66
Seattle, WA
Hamrick Investment Counsel, LLC
Todd Wathey is a financial advisor at Hamrick Investment Counsel, LLC in Seattle, WA, with 17 years of industry experience. He holds Series 65 and Series 66 registrations and has worked at Hamrick Investment Counsel since 2011. His prior experience includes roles at Pacific Portfolio Consulting, LLC and Equitable Advisors. Hamrick Investment Counsel provides discretionary investment supervisory services and limited financial consulting to individuals, foundations, nonprofits, and corporate retirement plans. The firm employs a conservative, long-term investment approach focused on asset allocation and diversification, utilizing low-cost index funds, ETFs, and selected active funds, and incorporates artificial intelligence tools in its investment research and administrative processes.
Douglas H
CFP®, Series 63, Series 65
Seattle, WA
Hamrick Investment Counsel, LLC
Douglas Haack is a CFP® with 26 years of industry experience, currently serving as an advisor at Hamrick Investment Counsel, LLC since 2020. He previously worked at Cornerstone Advisors, Inc. for nine years and had a brief tenure at Key Bank. Outside of his advisory role, Haack is involved in a real estate business focused on buying, renovating, and selling properties. Hamrick Investment Counsel provides discretionary portfolio management to individuals, foundations, and nonprofit organizations, emphasizing a conservative, long-term investment approach centered on asset allocation. The firm manages substantial assets with a small advisory team, delivering individualized management and discretionary authority.
Roy H
CFA®, Series 63
Seattle, WA
Hamrick Investment Counsel, LLC
Roy Hamrick is a CFA® charterholder with 13 years of industry experience. He has been with Hamrick Investment Counsel, LLC since 2004, where he is one of two advisors at the firm based in Seattle, WA. Hamrick Investment Counsel provides discretionary portfolio management to individuals, including high-net-worth clients, as well as foundations and nonprofit organizations. The firm employs a conservative, long-term investment approach emphasizing asset allocation and uses low-cost index funds alongside selected active funds and a model stock portfolio.
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