Data / Investment advisers / Georgia / Hamilton Capital Partners, LLC
Hamilton Capital Partners, LLC, Atlanta, GA: $444 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Hamilton Capital Partners, LLC is an SEC registered investment adviser with its main office in Atlanta, Georgia and reports $444 million in regulatory assets under management in its Form ADV filed April 13, 2026. Its clients include high net worth individuals, pension and profit sharing plans and individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Hamilton Capital Partners, LLC (CRD number 314344): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 314344
- SEC file number
- 801-121245
- SEC status
- Approved, effective May 21, 2021
- Main office
- 3400 Peachtree Road, Ne North Tower, Suite 125, Atlanta, GA 30326
- Phone
- (678) 802-4974
- Regulatory AUM
- $443,996,790 in the Form ADV filed April 13, 2026
- Discretionary AUM
- $443,996,790
- Accounts
- 218
- Employees
- 5, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 13, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 64 | $270.1 million |
| Pension and profit sharing plans | 31 | $135 million |
| Individuals (other than high net worth individuals) | 99 | $23.9 million |
| Corporations or other businesses | 23 | $14.7 million |
| Charitable organizations | 1 | $319,785 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $444 million | March 4, 2026 |
| December 1, 2025 | $301.2 million | February 26, 2025 |
Other advisers in Atlanta
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Adapt Wealth Advisors, LLC | Atlanta | $469.2 million | Not listed | adviserinfo.sec.gov |
| Sard Wealth Managment Group, LLC | Atlanta | $464 million | Not listed | adviserinfo.sec.gov |
| TCP Management LLC | Atlanta | $463.5 million | 3 | adviserinfo.sec.gov |
| Access Investment Management, LLC | Atlanta | $456.4 million | Not listed | adviserinfo.sec.gov |
| Holcombe Financial, Inc. | Atlanta | $451.6 million | 4 | adviserinfo.sec.gov |
| Peachtree Wealth Advisors, Inc | Atlanta | $436.8 million | Not listed | adviserinfo.sec.gov |
| Waypoint Wealth Counsel LLC | Atlanta | $433.3 million | Not listed | adviserinfo.sec.gov |
| MCP Advisers, LLC | Atlanta | $400 million | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Atlanta, GA
- Investment advisers in Georgia
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving pension and profit sharing plans
- Hamilton Capital Partners, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.