You're signed outSign in or to get full access.
Hamilton Capital Partners, LLC
Hamilton Capital Partners, LLC is an SEC-registered investment adviser headquartered in Atlanta, Georgia. The firm provides qualified retirement plans, asset management, wealth and estate planning, and family office services. As of early 2025, the firm manages approximately $301 million in assets and primarily serves individuals—including both high net worth and non-high net worth—pension plans, and a small number of charitable organizations and business accounts. Founded as an independent, fee-only advisory firm, Hamilton Capital Partners currently employs about 5 staff, with the majority of employees being investment professionals. The firm is committed to fiduciary standards and aims to serve client interests with professionalism and objectivity.
Investment Strategy
Hamilton Capital Partners, LLC employs a fiduciary, fee-only advisory approach focused on constructing diversified portfolios tailored to individual client objectives, risk tolerances, and timelines. The firm invests in a mix of equities, fixed income, and alternative assets, with regular rebalancing and tax-aware management. Its philosophy centers on long-term wealth preservation and growth for retirement plans, high net worth individuals, and family offices. Emphasis is placed on independence, avoidance of conflicts of interest, and the highest ethical standards. The firm also advises on estate planning and wealth management, incorporating holistic financial strategies for families and institutions.
Latest 13F Filing Activity
Hamilton Capital Partners, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 21 equity positions with a total 13F market value of $261M. The fund increased holdings in Ishares TR, Tesla Inc., Graniteshares Etf TR among other positions. Hamilton Capital Partners, LLC reduced exposure to Apple Inc., Alphabet Inc., SPDR Series Trust among others.
Top Holdings
Equity Positions (21)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
T TLH | ISHARES TR | 23.74% | $61.9M | 600,751 | $102.99 | $102.99 | +$61.9M |
T TSLA | TESLA INC | 13.82% | $36.0M | 80,958 | $362.43 | $444.72 | +$11.2M |
| ALPHABET INC | 12.26% | $32.0M | 131,428 | $176.35 | $243.10 | -$6.7M | |
O ORCL | ORACLE CORP | 7.85% | $20.5M | 72,714 | $161.21 | $281.24 | -$253.9K |
M MSFT | MICROSOFT CORP | 7.16% | $18.7M | 36,013 | $405.66 | $517.95 | -$1.5M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more