DFX Intelligence

Data Factory

RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM none

HAMILTON INVESTMENT COUNSEL, LLC

CRD 284564

DACULA, 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:9d8a7de4-a8a7-9b39-5a85-abe8eb27b87d

Data as of Mar 31, 2022 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:41 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 6
On other graphs: 0
Observed: Aug 29, 2016 to Mar 31, 2022
32 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: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $0Item 5.F on the latest filing (2022-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 0
Employees: 1
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 0
Individual clients: 0
High net worth clients: 0
SEC number: 801-112600
CRD: 284564
Filings on the tape: 32
First filed: Aug 29, 2016
Latest filed: Mar 31, 2022
Organised: Limited Liability Company, Georgia

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
KIRKPATRICK, JEFFREY, KENNETH	PRINCIPAL AND CHIEF COMPLIANCE OFFICER	E	yes	09/2016	Oct 14, 2016	Mar 31, 2022

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

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2021	Mar 31, 2022	$0	$0	1	1	0	n/a	n/a
2020	Mar 31, 2021	$196M	$171M	9	7	1	n/a	n/a
2019	Mar 18, 2020	$185M	$133M	7	6	1	n/a	n/a
2018	Mar 27, 2019	$150M	$103M	10	9	1	n/a	n/a
2017	Mar 5, 2018	$122M	$96.5M	8	6	1	n/a	n/a

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
2021	$0	$196M	-100.0%	$150M	n/a	1	9	0	1

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

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

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
STONEX ADVISORS INC.	2	Nov 11, 2016	Oct 17, 2016	BIRMINGHAM, AL	Team lift out	Other	1.2%

Relationships

Controls (1)

← KIRKPATRICK, JEFFREY, KENNETHOwnerPRINCIPAL AND CHIEF COMPLIANCE OFFICER, ownership code E, individual
Oct 14, 2016 to presentfactForm ADV

Registered with (7)

← JEFFREY KENNETH KIRKPATRICKAdvisorregistration: previous registration
Oct 17, 2016 to Apr 26, 2022factForm ADV
← RICHARD CRAIG GRAYAdvisorregistration: previous registration
Dec 14, 2016 to Mar 30, 2022factForm ADV
← Scott Michael BremusAdvisorregistration: previous registration
Oct 17, 2016 to Nov 8, 2021factForm ADV
← Michael Blake FortuneAdvisorregistration: previous registration
Nov 20, 2018 to May 26, 2021factForm ADV
← Austin Ryan FarmerAdvisorregistration: previous registration
Jul 22, 2020 to May 21, 2021factForm ADV
← Alonso MunozAdvisorregistration: previous registration
Aug 18, 2017 to May 21, 2021factForm ADV
← STEPHEN JAMES COULTERAdvisorregistration: previous registration
Sep 14, 2017 to Jul 16, 2019factForm ADV

Moved with (2)

→ HAMILTON CAPITAL PARTNERS, LLCRegistered adviser3 advisors, firm absorbed
May 21, 2021 to May 27, 2021factForm ADV
← STONEX ADVISORS INC.Registered adviser2 advisors, team lift out, same day
Nov 11, 2016 to Oct 17, 2016factForm ADV

Dated events

Occurred
Apr 26, 2022
Advisor changed firm
Jeffrey Kenneth Kirkpatrick left Hamilton Investment Counsel, Llc for Dovetail Financial Group Llc (registered 2021-11-24)
Form ADVobserved 4 days ago
Occurred
Mar 31, 2022
Regulatory AUM changed
Hamilton Investment Counsel, Llc reported RAUM $0, down 100% from $196.3M (2022-03-25 to 2022-03-31)
Form ADVobserved 4 days ago
$-196M
Occurred
Mar 30, 2022
Advisor changed firm
Richard Craig Gray left Hamilton Investment Counsel, Llc for Independent Advisor Alliance, Llc (registered 2022-03-11)
Form ADVobserved 4 days ago
Occurred
Sep 24, 2021
Control person left
Shea Eric Hollifield (Principal / Managing Member) no longer on Schedule A of Hamilton Investment Counsel, Llc (listed 2021-03-31, absent 2021-09-24)
Form ADVobserved 4 days ago
Occurred
Apr 28, 2020
Control person left
Michael Scott Bremus (Principal / Managing Member) no longer on Schedule A of Hamilton Investment Counsel, Llc (listed 2020-03-18, absent 2020-04-28)
Form ADVobserved 4 days ago
Occurred
Aug 29, 2016
First Form ADV filing
Hamilton Investment Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9d8a7de4-a8a7-9b39-5a85-abe8eb27b87d
First observed: Aug 29, 2016
Last observed: Mar 31, 2022 54 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 INVESTMENT COUNSEL, LLC

CRD 284564

DACULA, 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:9d8a7de4-a8a7-9b39-5a85-abe8eb27b87d

Data as of Mar 31, 2022 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:41 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

KIRKPATRICK, JEFFREY, KENNETH

PRINCIPAL AND CHIEF COMPLIANCE OFFICER

yes

09/2016

Oct 14, 2016

Mar 31, 2022

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2021

Mar 31, 2022

n/a

2020

Mar 31, 2021

$196M

$171M

n/a

2019

Mar 18, 2020

$185M

$133M

n/a

2018

Mar 27, 2019

$150M

$103M

n/a

2017

Mar 5, 2018

$122M

$96.5M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2021

$196M

-100.0%

$150M

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

HAMILTON CAPITAL PARTNERS, LLC

May 21, 2021

May 27, 2021

DACULA, GA

Firm absorbed

RIA to new firm

50.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

STONEX ADVISORS INC.

Nov 11, 2016

Oct 17, 2016

BIRMINGHAM, AL

Team lift out

Other

1.2%