# Hamrick Investment Counsel, LLC

> Hamrick Investment Counsel, LLC is an SEC-registered investment advisory firm in Seattle, WA, registered since 2014, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 9, 2026.

- CRD: 116314
- Filed as: HAMRICK INVESTMENT COUNSEL, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Seattle, WA
- Filing period: October 2026
- Form ADV filing dated: April 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/116314
- AdvisorCensus page: https://advisorcensus.com/firm/hamrick-investment-counsel-llc-seattle-wa-116314

## Quick answers

**How is Hamrick Investment Counsel, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Hamrick Investment Counsel, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Hamrick Investment Counsel, LLC located?**
Hamrick Investment Counsel, LLC's principal office is in Seattle, WA, according to its Form ADV.

**Is Hamrick Investment Counsel, LLC registered with the SEC or a state?**
Hamrick Investment Counsel, LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 116314.

**How much does Hamrick Investment Counsel, LLC manage?**
Hamrick Investment Counsel, LLC reports $299,151,958 in regulatory assets under management in its Form ADV filing dated April 9, 2026 (100% discretionary).

**How have Hamrick Investment Counsel, LLC's assets and staff changed since 2021?**
In the Form ADV data for Hamrick Investment Counsel, LLC: Regulatory assets under management: $219,171,346 in the October 2021 data and $299,151,958 in the October 2026 data, up 36%. Total employees: 3 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Hamrick Investment Counsel, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (55); individuals (other than high net worth individuals) (44); charitable organizations (1).

**Does Hamrick Investment Counsel, 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/116314

**Does Hamrick Investment Counsel, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated April 9, 2026 says: "We typically require a minimum account size of $500,000 to open or maintain an investment supervisory services relationship with our firm."

**What changed in Hamrick Investment Counsel, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $268,725,642 to $299,151,958 (+11%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated April 9, 2026)

- Account minimum: $500,000

> We typically require a minimum account size of $500,000 to open or maintain an investment supervisory services relationship with our firm.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $299,151,958
- Discretionary: $299,151,958
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 44 | $22,088,577 |
| High net worth individuals | 55 | $256,528,139 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 1 | $20,534,703 |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 1 | $539 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other

### Firm details
- Registered since: 2014 (12 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [hamrickinvestment.com](https://hamrickinvestment.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $219,171,346 | 3 | April 16, 2021 |
| October 2022 | $274,175,744 | 3 | March 25, 2022 |
| October 2023 | $232,597,424 | 2 | March 28, 2023 |
| October 2024 | $263,286,703 | 2 | March 25, 2024 |
| October 2025 | $268,725,642 | 2 | March 20, 2025 |
| October 2026 | $299,151,958 | 2 | April 9, 2026 |

Regulatory assets under management: $219,171,346 in the October 2021 data and $299,151,958 in the October 2026 data, up 36%.
Total employees: 3 in October 2021 and 2 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $268,725,642 to $299,151,958 (+11%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hamrick Investment Counsel, LLC (CRD 116314): Form ADV filing data as of October 2026.