Hamilton Gray Wealth Management LLC

Overview

Hamilton Gray Wealth Management LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves both individual and family clients as well as institutional clients and positions itself as a capital allocator that sources third‑party managers. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. Compensation methods listed include hourly charges, fixed fees, and other fee arrangements. The firm does not identify as an active ESG investor and is not presented as a multi‑state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives