Hamilton Capital Partners, LLC

Hamilton Capital Partners primarily serves individual and high‑net‑worth clients, as well as trusts, estates, pension plans and business entities, providing discretionary asset management and general consulting. As of December 31, 2025 the firm reported $443,996,790 in discretionary assets under management and constructs portfolios that may include individual stocks, bonds, ETFs, options and private or alternative securities.

The firm employs a mix of analytic methods — including fundamental, quantitative, technical, sector and cyclical analysis — to implement tailored asset allocation strategies (strategic, dynamic, tactical and core‑satellite), duration management for fixed income, and both long‑ and short‑term trading with periodic rebalancing. Portfolio management is generally discretionary and continuously monitored, with clients able to place reasonable investment restrictions on their accounts.

Notably, Hamilton is also registered as an insurance broker and its representatives may offer and receive commissions from insurance product sales, a potential conflict the brochure discloses and that the firm says it will manage by acting in clients’ best interests; clients are not required to purchase insurance from the firm’s representatives. The firm operates with a small advisory team (two advisors) overseeing about $444 million across 163 clients, maintains a stated general minimum relationship balance of $5,000,000 (negotiable or waivable), and custodial relationships with multiple platforms (LPL, Schwab and Interactive Brokers) while offering separate consulting engagements.