{"url":"https://nivawealth.com/firms/hamilton-capital-partners-314344","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/314344","regulatoryAum":443996790,"crd":"314344","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6345893","suffix":"II","lastName":"Fortune","firstName":"Michael","middleName":"Blake"},{"crd":"6838112","suffix":null,"lastName":"Munoz","firstName":"Alonso","middleName":null}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-07-13","regulatoryAum":0,"clients":0,"employees":3,"offices":1},{"filedOn":"2022-07-21","regulatoryAum":135860168,"clients":266,"employees":4,"offices":1},{"filedOn":"2023-06-21","regulatoryAum":143502459,"clients":332,"employees":4,"offices":2},{"filedOn":"2024-01-29","regulatoryAum":215865830,"clients":294,"employees":3,"offices":2},{"filedOn":"2025-02-26","regulatoryAum":301246755,"clients":335,"employees":5,"offices":3},{"filedOn":"2026-04-13","regulatoryAum":443996790,"clients":218,"employees":5,"offices":2}],"secFileNumber":"801-121245","legalName":"Hamilton Capital Partners, LLC","displayName":"Hamilton Capital Partners","slug":"hamilton-capital-partners-314344","website":"https://hamiltoncapitalpartnersllc.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/hamilton-capital-partners-llc","founded":null,"organization":"Georgia limited liability company","fiscalYearEnd":"December","headquarters":{"street":"3400 Peachtree Road, Ne, North Tower, Suite 125","city":"Atlanta","state":"GA","stateName":"Georgia","country":"United States","postalCode":"30326"},"tradeNames":[],"registration":{"secApproved":"21 May 2021","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1803519.6012269938,"staff":{"employees":5,"advisory":3,"brokerDealerReps":0,"insuranceAgents":2,"promoters":0},"aum":{"regulatory":443996790,"discretionary":443996790,"discretionaryAccounts":218,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":99,"regulatoryAum":23883658},{"label":"High-net-worth individuals","clients":64,"regulatoryAum":270090037},{"label":"Pension and profit-sharing plans","clients":31,"regulatoryAum":134962603},{"label":"Charitable organizations","clients":1,"fewerThan5":true,"regulatoryAum":319785},{"label":"Corporations and other businesses","clients":23,"regulatoryAum":14740707}],"feePrograms":[{"role":"main","program":"Asset Management","feeBasis":"ceiling","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041150","versionId":1041150,"ratePeriod":"annual","fee_billing":"both","submittedOn":"2026-04-13","documentName":"HCP ADV OTAA 2A","fee_rate_low":null,"fee_rate_high":1.5,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"General Consulting","summary":"Fees are negotiable, charged as a fixed fee or hourly; the maximum fixed-fee consulting engagement is $100,000.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041150","versionId":1041150,"submittedOn":"2026-04-13","documentName":"HCP ADV OTAA 2A"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T11:00:54.251044+00:00","documents":[{"name":"HCP ADV OTAA 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041150","versionId":1041150,"submittedOn":"2026-04-13"}]},"custodians":[{"name":"LPL Financial LLC","shortName":"LPL Financial","location":"Fort Mill, SC","smaAssets":371870228},{"name":"John Hancock Distributors LLC","shortName":"John Hancock Distributors","location":"Boston, MA","smaAssets":48665520}],"custodyNote":"Hamilton Capital Partners has custody of $205M for 285 clients.","otherCustodians":[],"leadership":[{"name":"Michael Fortune","title":"Chief Compliance Officer, Partner","crd":"6345893"},{"name":"Alonso Munoz","title":"Chief Investment Officer, Partner","crd":"6838112"}],"ownership":[{"label":"Poseidon Capital Management, Inc.","detail":"Owner in the 50% to 75% ownership band and a control person, since October 2020."},{"label":"Fortune Wealth Management, Inc.","detail":"Owner in the 50% to 75% ownership band and a control person, since October 2020."},{"label":"Michael Fortune","detail":"Indirect owner: a owner & managing member of Fortune Wealth Management, Inc. in the 75% or more band and a control person, since October 2020.","parent":"Fortune Wealth Management, Inc."},{"label":"Alonso Munoz","detail":"Indirect owner: a owner & managing member of Poseidon Capital Management, Inc. in the 75% or more band and a control person, since October 2020.","parent":"Poseidon Capital Management, Inc."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Georgia","offices":1,"addresses":[{"street":"3400 Peachtree Road, Ne, North Tower, Suite 125","city":"Atlanta","headquarters":true}]},{"state":"New York","offices":1,"addresses":[{"street":"285 Fulton Street","city":"New York"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"678-802-4974","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Pension consulting services","Other"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":48},{"label":"U.S. government/agency bonds","percent":17},{"label":"Securities issued by registered investment companies or business development companies","percent":34}],"privateFunds":0},"sources":{"adv1FilingDate":"13 April 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/314344/PDF/314344.pdf","brochureDate":"13 April 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041150","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Hamilton Capital Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Hamilton Capital Partners offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Hamilton Capital Partners charge?","answer":"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.","source":"HCP ADV OTAA 2A, filed 13 April 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Hamilton Capital Partners use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Hamilton Capital Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Hamilton Capital Partners invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Hamilton Capital Partners?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Hamilton Capital Partners get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Hamilton Capital Partners?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 13 April 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/hamilton-capital-partners-314344/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-07-20","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/2037578/000139834426012315/0001398344-26-012315-index.html","totalValue":344264325,"positionCount":32,"top10Share":0.8918350659772836,"top10":[{"issuer":"ISHARES TR","titleOfClass":"10-20 YR TRS ETF","cusip":"464288653","value":86010551,"shares":857106,"shareType":"SH","priorValue":34310390,"priorShares":340651},{"issuer":"TESLA INC","titleOfClass":"COM","cusip":"88160R101","value":44907041,"shares":106769,"shareType":"SH","priorValue":51038673,"priorShares":137293},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}