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- Custodian
- Altruist · Truist Bank
- Clients
- Retail
- Platforms
- Signal
- Established Date
- 10-29-2008
- Office Locations
- 1
Office Locations
About Hamrick Financial, LLC
Hamrick Investment Counsel, LLC is a fully independent, fee-only SEC-registered RIA providing customized portfolio management and financial planning for individuals, foundations, and nonprofit organizations. Portfolios are built primarily with public funds and ETFs, with an emphasis on tailored asset allocation to client objectives—an unbiased, planning-led approach suited for reps supporting advisor-managed, customized solutions.
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Owner & Executives
ROBERT LYLE HAMRICK
Chief Compliance Officer, Managing Member, Owner
- CRD
- #3243122
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $59,991,597 | -- |
| Total | $59,991,597 | -- |
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Separately Managed Accounts
Total SMA Asset: $59,991,597
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,366,526,414 | 26.5% |
| Equity - Exchange | $1,320,116,083 | 25.6% |
| Cash | $2,470,060,952 | 47.9% |
| Total | $5,156,703,449 | 100.0% |