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.

Firm class

independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$698MItem 5.F on the latest filing (2026-03-27); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$681M

Private client RAUM

$688MderivedItem 5.D individuals plus high net worth individuals

Private client share

99%derivedprivate client RAUM over total RAUM

Advisors on IAPD

3

RAUM per advisor

$233Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

4

Advisory employees

3

Offices

0Schedule D 1.F, beyond the principal office

Accounts

1,033

Individual clients

268

High net worth clients

179

Custody, client assets

$275M

SEC number

801-111079

CIK

1760263

CRD

289462

Filings on the tape

21

First filed

Aug 1, 2017

Latest filed

Mar 27, 2026

Organised

Limited Liability Company, CA

• Occurred

  Mar 27, 2026
  Regulatory AUM changed

  Hamilton Wealth, Llc reported RAUM $697.8M, up 26% from $553.7M (2025-05-07 to 2026-03-27)

  Form ADVobserved 5 days ago
  $144M
• Occurred

  Aug 1, 2017
  First Form ADV filing

  Hamilton Investment Group filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:668aceb2-3bc2-da9e-1f1e-2342288902bd

First observed

Aug 1, 2017

Last observed

Mar 27, 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.