Firm profile

HAMILTON CAPITAL PARTNERS, LLC

ATLANTA, GACRD 314344Latest ADV April 13, 2026

Hamilton Capital Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Atlanta, GA. Its latest Form ADV filing, dated April 13, 2026, reports $444M in regulatory assets under management, 5 employees, 1 office, and 218 accounts.

Assets Under Management
$444M
Employees
5
Offices
1 office
Total Clients
218
Primary office
ATLANTA, GA
3400 PEACHTREE ROAD, NE, NORTH TOWER, SUITE 125, ATLANTA, GA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCOMichael B. Fortune
CIOAlonso Munoz

Advisory services offered

4 types reported
Financial Planning Services
Other advisory services
Pension consulting services

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 45.4% of total clients.
Top client categories% of clientsClients
1
Individuals
45.4%
99
2
HNWI
29.4%
64
3
Pension Plans
14.2%
31
4
Corporations
10.6%
23
5
Charitable
0.5%
1
Categories with <5 clients
Charitable Organizations<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$444Mas of April 13, 2026
Discretionary100.0%
$444M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$444M
Total Accounts218
10Y AUM Change+$444M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees5
Clients per Employee44:1
10Y Employee Change+2 (+66.7%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.