Hamilton Capital Advisors LLC

Overview

Hamilton Capital Advisors LLC is a small, individual-owned limited liability company that functions as both an insurance broker and an advisory practice focused on private clients and small business owners. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and the selection of outside advisers — indicating it acts as a capital allocator on clients’ behalf and brings in third-party managers when appropriate. Its fee model is flexible and includes percentage-of-AUM, hourly, fixed-fee and other arrangements. The firm is not flagged as an active ESG investor and is not registered as a multi-state adviser. Hamilton Capital lists an insurance company affiliation, which aligns with its brokerage activity and use of insurance products within client programs.

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Investments & Alternatives

Location & Offices