CRD: 283000
Hamilton Gray Wealth Management LLC
$38.7M Total AUM
$38.7M Disc. AUM
-- 3Y CAGR
1 Employees
19 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-09-2016
- Office Locations
- 1
Office Locations
2700 Post OAK Boulevard Twenty-First Floor Houston TX
About Hamilton Gray Wealth Management LLC
Hamilton Gray Wealth Management is a Houston-based, founder-led RIA serving families and business owners with goal-based wealth planning, legacy/estate coordination, and philanthropic strategy, assembling outside specialists as needed. Led by John H. Gray, a 20-year multidisciplinary advisor to wealthy families, the firm builds portfolios emphasizing ETFs and active asset allocation, with custody commonly at Schwab or Vanguard.
Team overview
-- AVG AGE
$38.7M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
10.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Zenith Value Frontier Frontier atlas Glacier
Client Personas
Legacy vector North
Custodian
Horizon
Investment Themes
Matrix momentum Crest Atlas beacon
Investment Vehicles
Ridge
Services
Matrix Vertex timber Optima alpha Pioneer Insight capital Insight
Owner & Executives
JOHN H GRAY
Investment Advisor, Manager
- CRD
- #5145767
- Ownership
- 75% or more
(367) 393-8823
ember.radial@radialcapital.com
in linkedin.com/in/glacier-atlas
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $38,731,500 | -- |
| Non-Discretionary | $0 | -- |
| Total | $38,731,500 | -- |
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Separately Managed Accounts
Total SMA Asset: $38,731,500
Equity - Exchange:
26.2% Public Funds:
39.0% Cash:
34.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,506,446,230 | 26.2% |
| Public Funds | $2,242,419,960 | 39.0% |
| Cash | $2,000,928,580 | 34.8% |
| Total | $5,749,794,770 | 100.0% |