H
CRD: 314344
Hamilton Capital Partners, LLC
$444.0M Total AUM
$444.0M Disc. AUM
41.4% 3Y CAGR
5 Employees
218 ADV. Clients
5 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Interactive Brokers · John Hancock · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Value glacierBeacon bridge +more
- Established Date
- 05-21-2021
- Office Locations
- 1
Office Locations
3400 Peachtree Road, NE North Tower, Suite 125 Atlanta GA
About Hamilton Capital Partners, LLC
Hamilton Capital Partners, LLC is a Atlanta-based RIA. The firm has been operating for 5 years. Managing $444.0M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers. Services offered include Asset Management, Estate Planning, Insurance.
Team overview
-- AVG AGE
$148.0M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
5 yrs AVG TENURE
5 Employees
3 Advisory Reps
2 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Vital Timber Element vector Pathway crest Oak momentum Frontier fusion Momentum Catalyst unison Vertex capital Element Harbor Vertex Element matrix Alpha value
Client Personas
Pioneer pathway Delta
Custodian
Vector harbor Ridge pioneer Ridge ember Catalyst Matrix Zenith horizon Value Radial Quantum horizon Ember Ember Legacy Vector meridian Catalyst pathway Bridge Horizon Horizon momentum Harbor North Alpha Delta Timber alpha Zenith focus Crest Focus Foundation
Fund Managers
Atlas frontier
Investment Themes
Ridge Value Meridian zenith Capital eagle Timber Beacon bridge
Investment Vehicles
Timber beacon Beacon harbor
Platform
North
Services
Radial matrix Summit focus Peak Wave pathway Vital pathway Glacier delta
Technology
Focus Beacon Value Ridge Momentum prime
Owner & Executives
M
Michael Blake Fortune II
Chief Compliance Officer, Managing Partner, PARTNER
- CRD
- #6345893
- Ownership
- Less than 5%
(634) 457-6042
focus.ridge@glaciercapital.com
in linkedin.com/in/harbor-element
A
Alonso Munoz
Chief Investment Officer, PARTNER
- CRD
- #6838112
- Ownership
- Less than 5%
(948) 603-3977
capital.vital@catalystcapital.com
in linkedin.com/in/atlas-zenith
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $443,996,790 | $2,036,683 |
| Non-Discretionary | $0 | -- |
| Total | $443,996,790 | $2,036,683 |
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Separately Managed Accounts
Total SMA Asset: $443,996,790
Equity - Exchange:
21.1% Public Funds:
56.7% U.S. Government/Agency:
22.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,536,032,416 | 21.1% |
| Public Funds | $4,127,632,132 | 56.7% |
| U.S. Government/Agency | $1,616,109,936 | 22.2% |
| Total | $7,279,774,484 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CAPITAL CAPITAL | BRIDGE FOCUS | UVN37Z23Z | FYKIT | 7.67% | $109,679,325 |
| UNISON MERIDIAN VITAL | EAGLE QUANTUM | 7O0922FJ0 | AAY | 4.78% | $50,956,601 |
| VERTEX OPTIMA PRIME | SIGNAL WAVE | 3KAK48IYD | GFLF | 2.71% | $43,274,276 |
| FOCUS BRIDGE | BEACON ALPHA | I8V47CT0A | ZWYIT | 11.53% | $29,609,030 |
| SIGNAL PIONEER VECTOR | UNISON BRIDGE | FVTD6WWSN | TXGRS | 3.51% | $54,132,189 |
| ALPHA ALPHA | TIMBER PATHWAY | R0A3W3L7V | PSOH | 5.03% | $62,092,712 |
| VERTEX CREST | OAK CATALYST | 9CWDOGFJF | OWDS | 9.38% | $40,048,520 |
| CREST QUANTUM HARBOR | HARBOR EMBER | AXJ4GCS4C | PFQDK | 7.55% | $22,737,167 |