$299.2M Total AUM
$299.2M Disc. AUM
8.7% 3Y CAGR
2 Employees
101 ADV. Clients
21 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Crest
- Established Date
- 01-06-2005
- Office Locations
- 1
Office Locations
2033 Sixth Avenue, Suite 820 Seattle WA
About Hamrick Investment Counsel, LLC
Hamrick Investment Counsel is a Seattle-based, fully independent, fee-only SEC-registered RIA providing customized portfolio management and financial planning for individuals, foundations, and nonprofit organizations. Portfolios primarily use mutual funds and ETFs, with custody at Charles Schwab.
Team overview
60 AVG AGE
$149.6M AVG AUM / ADVISOR
$3.0M AVG AUM / CLIENT
11.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
21yrs Firm Age
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Asset Classes
Fusion
Client Personas
Harbor horizon
Investment Themes
Vital Alpha
Investment Vehicles
Insight Frontier
Services
Glacier Wave Pathway
Technology
Focus
Owner & Executives
TODD MARTIN WATHEY
Certified Financial Planner, Chief Compliance Officer
- CRD
- #4717347
- Ownership
- 75% or more
(895) 514-1993
alpha.bridge@vitalcapital.com
in linkedin.com/in/capital-pioneer
DOUGLAS PHILLIP HAACK
Investment Advisor
- CRD
- #2068732
- Ownership
- 10% but less than 25%
(239) 892-6347
horizon.timber@harborcapital.com
in linkedin.com/in/frontier-fusion
Showing 2 of 2 owners & executives
Unlock allContacts
ROY ALBERT HAMRICK
President
- CRD
- #1729273
(337) 623-2923
ridge.unison@harborcapital.com
in linkedin.com/in/eagle-vital
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $299,151,958 | $958,820 |
| Non-Discretionary | $0 | -- |
| Total | $299,151,958 | $958,820 |
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Separately Managed Accounts
Total SMA Asset: $299,151,958
Public Funds:
29.3% Equity - Exchange:
37.1% Cash:
33.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $399,208,508 | 29.3% |
| Equity - Exchange | $505,482,446 | 37.1% |
| Cash | $457,795,423 | 33.6% |
| Total | $1,362,486,377 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PEAK OAK VALUE | ATLAS EMBER | FR598SOWO | MMZAP | 5.18% | $98,596,706 |
| WAVE ZENITH | CAPITAL VERTEX | BQVA2X687 | XDJZQ | 0.88% | $70,677,175 |
| NORTH UNISON | INSIGHT PATHWAY | V6YT3ZEJX | GYWB | 6.05% | $87,275,671 |
| ALPHA VALUE | ATLAS PRIME | F3R9LHMHA | LLZLA | 12.17% | $78,493,635 |
| QUANTUM DELTA PEAK | FOCUS MOMENTUM | 4XGSSSDER | WKTJ | 9.83% | $59,006,134 |
| GLACIER SIGNAL | CATALYST HORIZON | XKVF3ZRMH | HULA | 10.02% | $28,334,001 |
| SIGNAL HARBOR INSIGHT | NORTH CAPITAL | 5S6X19A2B | EEJYJ | 6.92% | $16,229,908 |
| CATALYST PEAK CATALYST | SUMMIT MERIDIAN | BQE36W565 | LJSQ | 4.43% | $45,096,328 |