Hamilton Capital Partners provides financial planning, portfolio management for individuals and small businesses, and pension consulting.
Hamilton Capital Partners reports 218 clients. They include 99 individual clients, 64 high-net-worth individuals, and 31 pension and profit-sharing plans. Of its assets, 100.0% ($444M across 218 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 45% | 5% |
| High-net-worth individuals | 29% | 61% |
| Pension and profit-sharing plans | 14% | 30% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | 11% | 3% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 99 | $23.9M | 5.4% | $241K |
| High-net-worth individuals | 64 | $270M | 60.8% | $4.22M |
| Pension and profit-sharing plans | 31 | $135M | 30.4% | $4.35M |
| Charitable organizations | Fewer than 5 | $320K | 0.1% | $320K |
| Corporations and other businesses | 23 | $14.7M | 3.3% | $641K |
| Total | 218 | $444M | 100% | — |
- Clients
- 99
- Regulatory AUM
- $23.9M
- AUM share
- 5.4%
- Avg. per client
- $241K
- Clients
- 64
- Regulatory AUM
- $270M
- AUM share
- 60.8%
- Avg. per client
- $4.22M
- Clients
- 31
- Regulatory AUM
- $135M
- AUM share
- 30.4%
- Avg. per client
- $4.35M
- Clients
- Fewer than 5
- Regulatory AUM
- $320K
- AUM share
- 0.1%
- Avg. per client
- $320K
- Clients
- 23
- Regulatory AUM
- $14.7M
- AUM share
- 3.3%
- Avg. per client
- $641K
Total
- Clients
- 218
- Regulatory AUM
- $444M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Hamilton Capital Partners charges up to 1.50% a year for its Asset Management. The fee is billed in advance or in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- General Consulting
- Fees are negotiable, charged as a fixed fee or hourly; the maximum fixed-fee consulting engagement is $100,000.
Poseidon Capital Management, Inc. owns 50% to 75% of Hamilton Capital Partners and is in turn owned by Alonso Munoz (75% or more). The leadership team of Hamilton Capital Partners includes Chief Investment Officer Alonso Munoz and Chief Compliance Officer Michael Fortune. It has 5 employees, 3 of them in advisory roles.
Staff
- 5 employees
- 3 in advisory functions
- 2 state-registered reps
- 2 insurance agents
- Owns 50% to 75% of Hamilton Capital Partners, LLC
Poseidon Capital Management, Inc.
Control person · since October 2020
- Owns 75% or more of Poseidon Capital Management, Inc.
Alonso Munoz
Control person · since October 2020
- Owns 50% to 75% of Hamilton Capital Partners, LLC
Fortune Wealth Management, Inc.
Control person · since October 2020
- Owns 75% or more of Fortune Wealth Management, Inc.
Michael Fortune
Control person · since October 2020
Hamilton Capital Partners’ regulatory assets grew Infinity× from $0 (July 2021) to $444M (April 2026); employees rose from 3 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Apr 2026April 2026 | $444M | 218 | 5 | 2 |
| Feb 2025February 2025 | $301M | 335 | 5 | 3 |
| Jan 2024January 2024 | $216M | 294 | 3 | 2 |
| Jun 2023June 2023 | $144M | 332 | 4 | 2 |
| Jul 2022July 2022 | $136M | 266 | 4 | 1 |
| Jul 2021July 2021 | $0 | 0 | 3 | 1 |
Besides its headquarters, Hamilton Capital Partners has 1 office, with 2 listed addresses across 2 states.
Georgia · 1 listed address
- 3400 Peachtree Road, Ne, North Tower, Suite 125, AtlantaHQ
New York · 1 listed address
- 285 Fulton Street, New York
Contact and registration details
- Legal name
- Hamilton Capital Partners, LLC
- Headquarters
- 3400 Peachtree Road, Ne, North Tower, Suite 125, Atlanta, GA 30326
- Phone
- 678-802-4974
- @hamilton-capital-partners-llc
- SEC file
- 801-121245
- Structure
- Georgia LLC
- Fiscal year end
- December
Hamilton Capital Partners’ named custodians for separately managed accounts are LPL Financial ($372M, 88%) and John Hancock Distributors ($48.7M, 12%). Hamilton Capital Partners has custody of $205M for 285 clients.
- LPL FinancialLPL Financial LLC · Fort Mill, SC · $372M88%
- John Hancock DistributorsJohn Hancock Distributors LLC · Boston, MA · $48.7M12%
At year end, Hamilton Capital Partners’ separately managed accounts were largely in stocks (48%) and funds (34%). Its reported 13F holdings for the quarter ended 30 June 2026 total $344M across 32 positions; the largest are iShares TR (25.0%), Tesla Inc. (13.0%) and Alphabet Inc. (9.6%).
What the accounts hold
- Stocks48%
- Funds34%
- Bonds17%
Filed values cover 99%. The neutral 1% gap has no reported category.
How many clients does Hamilton Capital Partners have?
Hamilton Capital Partners has 218 clients and manages $444 million for them, as of April 2026. They include 99 individual clients, 64 high-net-worth individuals, and 31 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 13 April 2026
What services does Hamilton Capital Partners offer?
Hamilton Capital Partners provides financial planning, portfolio management for individuals and small businesses, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Hamilton Capital Partners charge?
Hamilton Capital Partners charges up to 1.50% a year for its Asset Management. The fee is billed in advance or in arrears and is negotiable.
Which custodians does Hamilton Capital Partners use?
Hamilton Capital Partners’ separately managed account assets are held at LPL Financial LLC (Fort Mill, SC), with $372M and John Hancock Distributors LLC (Boston, MA), with $48.7M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 13 April 2026
How many financial advisors does Hamilton Capital Partners have?
Hamilton Capital Partners has 2 investment adviser representatives registered with state securities authorities, out of 5 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Hamilton Capital Partners invest in?
At the end of its last fiscal year, Hamilton Capital Partners’ separately managed accounts held 48% exchange-traded equities, 34% registered funds (mutual funds, ETFs, BDCs) and 17% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Hamilton Capital Partners?
Hamilton Capital Partners is owned through holding companies by Michael Fortune and Alonso Munoz. Its direct owners are Poseidon Capital Management, Inc. (50% to 75%) and Fortune Wealth Management, Inc. (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 13 April 2026
How does Hamilton Capital Partners get paid?
Hamilton Capital Partners is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Hamilton Capital Partners?
Hamilton Capital Partners’ main office is at 3400 Peachtree Road, Ne, North Tower, Suite 125, Atlanta, GA 30326. Its phone number is 678-802-4974. Its website is hamiltoncapitalpartnersllc.com.