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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

HAMILTON CAPITAL PARTNERS, LLC

CRD 314344

ATLANTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1c37b45a-3874-5ee8-3cb9-400142b485b2

Data as of Apr 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 4
On other graphs: 0
Observed: Apr 16, 2021 to Apr 13, 2026
29 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.66 fund_share=0.0 institutional_share=0.3 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $444MItem 5.F on the latest filing (2026-04-13); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $444M
Private client RAUM: $294MderivedItem 5.D individuals plus high net worth individuals
Private client share: 66%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $222Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 3
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 218
Individual clients: 99
High net worth clients: 64
Custody, client assets: $205M
SEC number: 801-121245
CRD: 314344
Filings on the tape: 29
First filed: Apr 16, 2021
Latest filed: Apr 13, 2026
Organised: Limited Liability Company, GA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Michael Blake Fortune	n/a	ATLANTA, GA	5	10	1	no
Alonso Munoz	n/a	ATLANTA, GA	5	13	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
FORTUNE WEALTH MANAGEMENT, INC.	Owner	D	yes	10/2020	Apr 16, 2021	Oct 31, 2024
Fortune, Michael, Blake	OWNER & MANAGING MEMBER	E	yes	10/2020	Apr 16, 2021	Oct 31, 2024
Fortune, Michael, Blake	CHIEF COMPLIANCE OFFICER, PARTNER	Na	yes	05/2021	Apr 16, 2021	Oct 31, 2024
Munoz, Alonso	OWNER & MANAGING MEMBER	E	yes	10/2020	Apr 16, 2021	Oct 31, 2024
Munoz, Alonso	CHIEF INVESTMENT OFFICER, PARTNER	Na	yes	05/2021	Apr 16, 2021	Oct 31, 2024
POSEIDON CAPITAL MANAGEMENT, INC.	Owner	D	yes	10/2020	Apr 16, 2021	Oct 31, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Chicago	IL	United States	1	no
NEW YORK	NY	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 5 of 6

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 13, 2026	$444M	$444M	5	3	1	n/a	n/a
2024	Feb 26, 2025	$301M	$300M	5	3	2	n/a	n/a
2023	Jan 29, 2024	$216M	$215M	3	3	1	n/a	n/a
2022	Feb 21, 2023	$144M	$107M	4	3	1	n/a	n/a
2021	Feb 8, 2022	$136M	$109M	4	3	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$444M	$301M	47.4%	$144M	45.7%	5	5	1	2

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
HAMILTON INVESTMENT COUNSEL, LLC	3	May 21, 2021	May 27, 2021	DACULA, GA	Firm absorbed	RIA to new firm	50.0%

Relationships

Registered with (4)

← Michael Blake FortuneAdvisorregistration: current employment
May 27, 2021 to presentfactForm ADV
← Alonso MunozAdvisorregistration: current employment
May 27, 2021 to presentfactForm ADV
← Nicholas KellyAdvisorregistration: previous registration
Jun 20, 2024 to Mar 31, 2025factForm ADV
← Austin Ryan FarmerAdvisorregistration: previous registration
May 27, 2021 to Aug 26, 2022factForm ADV

Controls (4)

← Fortune, Michael, BlakeOwnerOWNER & MANAGING MEMBER, ownership code E, individual
Apr 16, 2021 to Oct 31, 2024factForm ADV
← Munoz, AlonsoOwnerOWNER & MANAGING MEMBER, ownership code E, individual
Apr 16, 2021 to Oct 31, 2024factForm ADV
← FORTUNE WEALTH MANAGEMENT, INC.OwnerOWNER, ownership code D, domestic entity
Apr 16, 2021 to Oct 31, 2024factForm ADV
← POSEIDON CAPITAL MANAGEMENT, INC.OwnerOWNER, ownership code D, domestic entity
Apr 16, 2021 to Oct 31, 2024factForm ADV

Moved with (1)

← HAMILTON INVESTMENT COUNSEL, LLCRegistered adviser3 advisors, firm absorbed
May 21, 2021 to May 27, 2021factForm ADV

Dated events

Occurred
Mar 4, 2026
Regulatory AUM changed
Hamilton Capital Partners, Llc reported RAUM $444.0M, up 47% from $301.2M (2025-02-26 to 2026-03-04)
Form ADVobserved 6 days ago
$143M
Occurred
Mar 31, 2025
Advisor changed firm
Nicholas Kelly left Hamilton Capital Partners, Llc for Bedel Financial Consulting Inc (registered 2025-06-03)
Form ADVobserved 6 days ago
Occurred
Aug 26, 2022
Advisor changed firm
Austin Ryan Farmer left Hamilton Capital Partners, Llc for Mml Investors Services, Llc (registered 2022-09-23)
Form ADVobserved 6 days ago
Occurred
Apr 16, 2021
First Form ADV filing
Hamilton Capital Partners, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1c37b45a-3874-5ee8-3cb9-400142b485b2
First observed: Apr 16, 2021
Last observed: Apr 13, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

HAMILTON CAPITAL PARTNERS, LLC

CRD 314344

ATLANTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1c37b45a-3874-5ee8-3cb9-400142b485b2

Data as of Apr 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:53 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Michael Blake Fortune

n/a

ATLANTA, GA

Alonso Munoz

n/a

ATLANTA, GA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FORTUNE WEALTH MANAGEMENT, INC.

Owner

yes

10/2020

Apr 16, 2021

Oct 31, 2024

Fortune, Michael, Blake

OWNER & MANAGING MEMBER

yes

10/2020

Apr 16, 2021

Oct 31, 2024

Fortune, Michael, Blake

CHIEF COMPLIANCE OFFICER, PARTNER

yes

05/2021

Apr 16, 2021

Oct 31, 2024

Munoz, Alonso

OWNER & MANAGING MEMBER

yes

10/2020

Apr 16, 2021

Oct 31, 2024

Munoz, Alonso

CHIEF INVESTMENT OFFICER, PARTNER

yes

05/2021

Apr 16, 2021

Oct 31, 2024

POSEIDON CAPITAL MANAGEMENT, INC.

Owner

yes

10/2020

Apr 16, 2021

Oct 31, 2024

City

State

Country

Employees

Also broker-dealer

Chicago

United States

NEW YORK

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 13, 2026

$444M

n/a

2024

Feb 26, 2025

$301M

$300M

n/a

2023

Jan 29, 2024

$216M

$215M

n/a

2022

Feb 21, 2023

$144M

$107M

n/a

2021

Feb 8, 2022

$136M

$109M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$444M

$301M

47.4%

$144M

45.7%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

HAMILTON INVESTMENT COUNSEL, LLC

May 21, 2021

May 27, 2021

DACULA, GA

Firm absorbed

RIA to new firm

50.0%