HAMILTON GRAY WEALTH MANAGEMENT LLC

Overview

Hamilton Gray Wealth Management LLC is an independent registered investment adviser organized as an LLC that serves individual, family and institutional clients. The firm provides financial planning, portfolio management for individuals and small businesses, pension consulting services and selects other advisers on behalf of clients. It acts as a capital allocator, placing client capital with third-party managers rather than relying solely on in-house proprietary products. Fee arrangements include hourly and fixed fees along with other fee structures; the ADV does not reflect a conventional AUM-only fee model. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives