Hamilton Gray Wealth Management LLC

RIASEC Registered

Total AUM

$38.7M

Discretionary

$38.7M

100% of AUM

Avg account

$680K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Houston, Texas
CRD number: 283000
Website: www.hamiltongraywealth.com
Custodians: CHARLES SCHWAB & CO., INC., THE VANGUARD GROUP, INC.
Fee structure: Hourly Charges, Fixed Fees, Other
Client types: HNWI88.12%
Pension & Profit Sharing Plans9.7%
Individuals2.19%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Hamilton Gray Wealth Management LLC is an independent, owner-operated RIA organized as an LLC that serves both individual/family and institutional clients. The firm acts as a capital allocator and provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selection-of-advisers services. Its fee arrangements include hourly and fixed fees (and other non-disclosed fee arrangements). The firm is not positioned as an ESG investor, does not identify as a multistate adviser, and is not described as a pension consultant or related adviser in the provided data.