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HAMILTON CAPITAL PARTNERS, LLC

ATLANTA, GA · CRD 314344 · IAPD ↗ · 678-802-4974

$444.0MRegulatory AUM
3Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — HAMILTON CAPITAL PARTNERS, LLC notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
67
April 2026 — HAMILTON CAPITAL PARTNERS, LLC reported RAUM up 47% ($301.2M -> $444.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
49
March 2025 — HAMILTON CAPITAL PARTNERS, LLC notice-filed in AL, IL, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
March 2025 — HAMILTON CAPITAL PARTNERS, LLC reported RAUM up 40% ($215.9M -> $301.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
October 2024 — HAMILTON CAPITAL PARTNERS, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
44
February 2024 — HAMILTON CAPITAL PARTNERS, LLC notice-filed in FL, IN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
February 2024 — HAMILTON CAPITAL PARTNERS, LLC reported RAUM up 50% ($143.5M -> $215.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.