# Hamilton Capital Partners, LLC

> Hamilton Capital Partners, LLC is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 13, 2026.

- CRD: 314344
- Filed as: HAMILTON CAPITAL PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: April 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/314344
- AdvisorCensus page: https://advisorcensus.com/firm/hamilton-capital-partners-llc-atlanta-ga-314344

## Quick answers

**How is Hamilton Capital Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Hamilton Capital Partners, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Hamilton Capital Partners, LLC located?**
Hamilton Capital Partners, LLC's principal office is in Atlanta, GA, according to its Form ADV; the May 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Hamilton Capital Partners, LLC registered with the SEC or a state?**
Hamilton Capital Partners, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 314344.

**How much does Hamilton Capital Partners, LLC manage?**
Hamilton Capital Partners, LLC reports $443,996,790 in regulatory assets under management in its Form ADV filing dated April 13, 2026 (100% discretionary).

**How have Hamilton Capital Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for Hamilton Capital Partners, LLC: Regulatory assets under management: $122,000,000 in the October 2021 data and $443,996,790 in the October 2026 data, up 264%. Total employees: 3 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Hamilton Capital Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (99); high net worth individuals (64); pension and profit sharing plans (but not the plan participants or government pension plans) (31).

**Which custodians does Hamilton Capital Partners, LLC use?**
Hamilton Capital Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists John Hancock Distributors LLC and LPL Financial LLC as custodians holding 10% or more of its separately managed account assets.

**Does Hamilton Capital Partners, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/314344

**What changed in Hamilton Capital Partners, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $301,246,755 to $443,996,790 (+47%). No longer lists an office in Chicago, IL. Registered or notice-filed in CO.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- John Hancock Distributors LLC
- LPL Financial LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $443,996,790
- Discretionary: $443,996,790
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 99 | $23,883,658 |
| High net worth individuals | 64 | $270,090,037 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 31 | $134,962,603 |
| Charitable organizations | 1 | $319,785 |
| Corporations or other businesses not listed above | 23 | $14,740,707 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other

### Firm details
- Registered since: 2021 (5 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, CO, FL, GA, IL, IN, NY, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- New York, NY

### Websites listed on Form ADV (Item 1.I)
- hamiltoncapitalpartnersllc.com
- LinkedIn @hamilton-capital-partners-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $122,000,000 | 3 | October 1, 2021 |
| October 2022 | $135,860,168 | 4 | September 23, 2022 |
| October 2023 | $143,502,459 | 4 | June 21, 2023 |
| October 2024 | $215,865,830 | 3 | September 9, 2024 |
| October 2025 | $301,246,755 | 5 | February 26, 2025 |
| October 2026 | $443,996,790 | 5 | April 13, 2026 |

Regulatory assets under management: $122,000,000 in the October 2021 data and $443,996,790 in the October 2026 data, up 264%.
Total employees: 3 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $301,246,755 to $443,996,790 (+47%).
- No longer lists an office in Chicago, IL.
- Registered or notice-filed in CO.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hamilton Capital Partners, LLC (CRD 314344): Form ADV filing data as of October 2026.