Hamilton Investment Counsel, LLC is a large advisory firm based in Dacula. It manages $149.83 million of regulatory assets for 652 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of Georgia and Texas.
Hamilton Investment Counsel provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Hamilton Investment Counsel, LLC is $149.83 million. The firm's AUM has grown by 133% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Hamilton Investment Counsel, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Hamilton Investment Counsel is high net worth individuals with 131 clients and $70.52 million of assets under management. Among the 10 most similar advisory firms, Hamilton Investment Counsel has the 3rd lowest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $149.83 million for 486 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Hamilton Investment Counsel doesn't advise any private funds.
The company employs 10 people that are either part- or full-time employees. 90 percent of the employees work as investment advisers or researchers. 9 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Hamilton Investment Counsel, LLC performs its advisory services is located at 2098 Teron Trace, Dacula, GA 30019, which is also the mailing address of the firm. An additional office of the firm is in Atlanta, GA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (770) 513-1370 or by fax (678) 802-4961. The normal business hours are 9:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at hamiltoninvestmentcounsel.com.