H
Hamrick Financial, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$59,991,597
Clients
126
17% high-net worth
Advisors
1
of 1 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
126
Very HighAverage account size
$476,124
About
Hamrick Financial, LLC provides advisory services to individual and high‑net‑worth clients, offering ongoing investment supervisory services on a nondiscretionary basis and hourly financial planning. The firm documents client objectives and constraints in an Investment Policy Statement and provides asset allocation, asset selection, and regular portfolio monitoring.
The adviser uses fundamental and technical analysis and implements both long‑term and short‑term trading strategies, while trades are executed only with client approval because the firm does not accept discretionary authority. Hamrick withdraws fees directly from client accounts with authorization, recommends a single custodian (Altruist Financial), and conducts at least quarterly account reviews performed by the managing member.
Noteworthy aspects include that nearly all reported assets — approximately $60 million — are managed non‑discretionarily, a structure that is uncommon among independent firms and leaves trade decisions in clients’ hands. The firm also accesses a broad range of investment types (including private placements, hedge funds, REITs and third‑party managers) and does not accept proxy‑voting authority, leaving voting to clients.
Client services
Financial planning
Portfolio management
Fee options
$1 - $249,999: 1.50% $250,000 - $499,999: 1.40% $500,000 - $749,999: 1.20% $750,000+: 1.00%
$200 per hour for financial planning, negotiable
Account minimum: $10,000 Minimum fee: One-time only fee of $450 for opening an account, negotiable Fee-only: Hourly fees for financial planning at $200 per hour, negotiable
Main office location
Hamrick Financial, LLC
Weatherford TX, United States
Number of offices
1
Most active in
Hamrick Financial, LLC has reported serving >5 clients in these states in the last 12 months.
Texas
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:
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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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