H
Hamilton Advisors Inc
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$47,155,356
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
5
80% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
5
Very LowAverage account size
$9,431,071
About
Hamilton Advisors provides discretionary investment advisory services to individuals—including high net worth clients—as well as pension and profit sharing plans, trusts, estates and IRAs. As of December 31, 2025 the firm managed approximately $48,513,511 and tailors advice through consultations and documented investment policy statements to address financial objectives, cash flow and risk tolerance.
The firm’s investment approach emphasizes strategic asset allocation intended to preserve capital while seeking a reasonable rate of return, and it draws on fundamental, cyclical and technical analysis when selecting stocks, bonds, ETFs and mutual funds. Client objectives are implemented through individualized investment policy statements, client-imposed restrictions are permitted, and strategies may include long- and short-term trading as well as option writing and other derivatives activity.
Distinctive aspects include a relatively small number of client relationships versus its AUM and no stated account minimum, which can lead to highly concentrated, personalized relationships; fees are charged as a percentage of assets and billed quarterly in advance. The firm does not vote client proxies (clients retain that responsibility), typically recommends a primary custodian, may receive soft‑dollar research benefits from brokers, and one principal maintains a part‑time non‑investment role outside the firm.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Fee options
$0 - $5,000,000: 1.50% annually on Balanced Accounts $5,000,001 - $10,000,000: 1.25% annually on Balanced Accounts $10,000,001+: 1.00% annually on Balanced Accounts $0 - $5,000,000: 1.00% annually on Fixed Income Accounts $5,000,001 - $10,000,000: 0.75% annually on Fixed Income Accounts $10,000,001+: 0.50% annually on Fixed Income Accounts
Minimum fee: No minimum annual fee Fee-only: Yes, fee-only advisory fees based on percentage of assets under management
Main office location
Hamilton Advisors Inc
Greenwich CT, United States
Number of offices
1
Most active in
Hamilton Advisors Inc has reported serving >5 clients in these states in the last 12 months.
Connecticut
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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