HAMILTON CAPITAL PARTNERS, LLC
C31
CRD 314344·SEC 801-121245·ATLANTA, GA
AUM
$444.0M
$100M-$500M
Est. Revenue
$4.4M
@ 1% on AUM
Est. EBITDA
$1.3M
@ 30% margin
Est. Deal Value
$10.7M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'22 · $135.9M
'23 · $135.9M
'25 · $301.2M
'26 · $444.0M
'22'26
$135.9M → $444.0M▲ +227%
Client mix
| Individuals Other | 99 |
| Individuals High Net Worth | 64 |
| Pension Profit Sharing Plans | 31 |
| Corporations | 23 |
| Charitable Organizations | 1 |
Operations
Advisory staff (5-yr trend)
'22 · 3 advisors
'23 · 3 advisors
'25 · 3 advisors
'26 · 3 advisors
'22'26
3 advisors → 3 advisors▬ 0%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPension consultingOther Advisory Services
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (11)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
3400 PEACHTREE ROAD, NENORTH TOWER, SUITE 125ATLANTA, GA 30326
Business
3400 PEACHTREE ROAD, NENORTH TOWER, SUITE 125ATLANTA, GA 30326
Edgar Recent Filings
13F-HR2026-04-17 · 0001398344-26-006624
13F-HR2026-01-27 · 0001398344-26-001311