Hamilton Capital Advisors LLC

Hamilton Capital Advisors LLC primarily provides investment management, retirement‑plan advisory, and consultant services to pooled and institutional investment programs, while also offering portfolio management and financial planning for private clients on a limited basis. The firm selects and recommends third‑party money managers and platforms — including FormulaFolio, Buckingham Strategic Partners, Orion Portfolio Solutions, SEI, and Symmetry — and reported $87,000,000 in client assets as of December 31, 2025.

The firm’s investment process combines fundamental and technical analysis and uses discretionary portfolio management alongside outsourced third‑party manager solutions, with ongoing monitoring and rebalancing to maintain alignment with client objectives. Engagement structures include asset‑based AUM arrangements as well as fixed‑fee and hourly financial planning options, and third‑party programs are implemented via sub‑advisory or solicitor relationships.

Noteworthy distinctions from many peers include an affiliated insurance agency through which firm personnel are licensed to sell life, disability, and related insurance products (the brochure discloses that insurance activities may occupy up to half of an advisor’s workweek). The firm also discloses the use of paid endorsements and solicitor/referral compensation while regularly selecting other advisers — a combination of insurance affiliation, endorsement arrangements, and formal third‑party manager selection that is statistically uncommon among investment manager firms.