HAMILTON CAPITAL PARTNERS, LLC

3400 Peachtree Road, Ne
North Tower, Suite 125
Atlanta, Georgia 30326
Tel: 678-802-4974

About HAMILTON CAPITAL PARTNERS, LLC

HAMILTON CAPITAL PARTNERS, LLC, formally registered with the SEC as HAMILTON CAPITAL PARTNERS, LLC. The firm was established in 05/21/2021. They have over 3 offices throughout the country.

HAMILTON CAPITAL PARTNERS, LLC is a Atlanta, Georgia based Financial Planning firm with nearly $301,246,755 assets under management, offering retirement planning & investment advisory services to 345 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	314344
SEC#	801-121245
Assets Managed by Firm	$301,246,755
No. of Clients	345
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (GENERAL CONSULTING)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Other (GENERAL CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	345	$301,246,755
Individuals (other than high net worth individuals)	176	$26,548,940
High net worth individuals	58	$141,184,363
Pension and profit sharing plans	70	$110,908,635
Charitable organizations	2	$315,181
Corporations or other businesses	29	$22,289,636

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