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

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

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.

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