DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Hamilton Capital Partners, LLC
Latest filing Apr 13, 2026
First filing on the tape Apr 16, 2021 · 29 filings
SEC status approved since May 21, 2021
RAUM
$444M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
66%
$294M individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$222M
derived; firm RAUM over IAPD count
Employees
5
3 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
29 filings and snapshots on the tape
RAUM$444M as of Apr 13, 2026
Feb 8, 2022$136M then
HNW client RAUM$270M as of Apr 13, 2026
Feb 8, 2022$51.6M then
State-registered IARs (5.B.3)2 as of Apr 13, 2026
Feb 8, 20223 then
Employees (5.A)5 as of Apr 13, 2026
Feb 8, 20224 then
Private funds: no history
RAUM +47% over the last fiscal year+46% a year over threeIARs 3 to 2offices 2 to 1
Practice profile
derived from the filing of Apr 13, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Retirement plan adviser · pension consulting activity (Item 5.G.6) and pension plans at least 25 percent of RAUM or at least 25 pension-plan clients
- RAUM per advisor
- $222MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 82derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $4.2MderivedHNW RAUM over HNW clients
- Average account
- $2.0MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 30%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.5derivedItem 5.A over advisors
- Advisors per office
- 1.0derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +47%derivedbetween the last two annual amendments
- Advisor growth, one year
- -33%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -30%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consulting, otherreportedItem 5.G
- Custody
- $205M, 285 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- is an insurance broker or agent (6.A.6)
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$270M61%
- Pension and profit-sharing plans$135M30%
- Individuals$23.9M5.4%
- Corporations and businesses$14.7M3.3%
- Charitable organizations$319,7850.1%
- Individual clients
- 99reported
- HNW clients
- 64reported
- Pension plan clients
- 31reported
- Charitable clients
- 1reported
- Accounts
- 218reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $205M for 285 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.66 fund_share=0.0 institutional_share=0.3 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
2 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Michael Blake Fortune | Atlanta, Ga | May 27, 2021 | 10 y | 1 |
| Alonso Munoz | Atlanta, Ga | May 27, 2021 | 13 y | 1 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount1 left over 36 months
Left, latest
- Nicholas Kelly to Bedel Financial Consulting IncMar 31, 2025 · RIA to RIA
- Austin Ryan Farmer to MML Investors Services, LLCAug 26, 2022 · RIA to affiliated broker-dealer or bank
Joined, latest
- Nicholas Kelly from Ameriprise Financial Services, LLCJun 20, 2024 · Affiliated broker-dealer or bank to independent RIA
- Michael Blake Fortune from Hamilton Investment Counsel, LLCMay 27, 2021 · RIA to a newly registered adviser
- Austin Ryan Farmer from Hamilton Investment Counsel, LLCMay 27, 2021 · RIA to a newly registered adviser
- Alonso Munoz from Hamilton Investment Counsel, LLCMay 27, 2021 · RIA to a newly registered adviser
Teams: two or more advisors moving together within fourteen days, from one state
- 3 joined from Hamilton Investment Counsel, LLCMay 21, 2021 · Dacula, Ga · Firm absorbed
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Blake Michael Fortune · Chief Compliance Officer, Partnercontrolsince 05/2021 · owns less than 5%
- Alonso Munoz · Chief Investment Officer, Partnercontrolsince 05/2021 · owns less than 5%
- Blake Michael Fortune · Owner & Managing Membercontrolsince 10/2020 · owns 75% or more of Fortune Wealth Management, Inc.
- Alonso Munoz · Owner & Managing Membercontrolsince 10/2020 · owns 75% or more of Poseidon Capital Management, Inc.
Entity owners
- Fortune Wealth Management, Inc. · Ownerdirect · owns 50% to 75%
- Poseidon Capital Management, Inc. · Ownerdirect · owns 50% to 75%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Atlanta, Ga · principal | 2 | 0 | 0 | ||
| Chicago, Il | 0 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Chicago, IL1 employees
- New York, NY1 employees
ADV anomalies
3 against comparable advisers; where to look, not conclusions
- clients down average size upCombination · filing Apr 13, 2026private clients fell 20 percent or more while RAUM per client rose 30 percent or more: a move up-market or the departure of small accounts. RAUM $301,246,755 to $443,996,790, advisors 3 to 2, private clients 234 to 163, offices 2 to 1 (2025-02-26 to 2026-04-13)peers: independent wealth managers, $100M to $500M (5,676)
- account count collapseChange between filings · filing Apr 13, 2026accounts (Item 5.F.2.f) moved from 345.0 to 218.0 (-37.0%) between the annual amendments of 2025-02-26 and 2026-04-13; the peer median change was +5.0% (3687 comparable advisers, 4.0th percentile of changes)peers: independent wealth managers, $100M to $500M (3,687) · 4.3% percentile
- RAUM up 25 %Change between filings · filing Apr 13, 2026RAUM (Item 5.F) moved from $301,246,755 to $443,996,790 (+47.0%) between the annual amendments of 2025-02-26 and 2026-04-13; the peer median change was +15.0% (4550 comparable advisers, 95.0th percentile of changes)peers: independent wealth managers, $100M to $500M (4,550) · 95% percentile
What changed
consecutive filings, newest first
- Accounts · 345 to 218Feb 26, 2025 to Mar 4, 2026
- Charity clients · 2 to 1Feb 26, 2025 to Mar 4, 2026
- Corporate clients · 29 to 23Feb 26, 2025 to Mar 4, 2026
- HNW clients · 58 to 64Feb 26, 2025 to Mar 4, 2026
- Individual clients · 176 to 99Feb 26, 2025 to Mar 4, 2026
- Pension plan clients · 70 to 31Feb 26, 2025 to Mar 4, 2026
- Assets in custody · $133M to $205MFeb 26, 2025 to Mar 4, 2026
- State-registered IARs · 3 to 2Feb 26, 2025 to Mar 4, 2026
- Other offices · 2 to 1Feb 26, 2025 to Mar 4, 2026
- Discretionary RAUM · $300M to $444MFeb 26, 2025 to Mar 4, 2026
- HNW RAUM · $141M to $270MFeb 26, 2025 to Mar 4, 2026
- Individual RAUM · $26.5M to $23.9MFeb 26, 2025 to Mar 4, 2026
- Non-discretionary RAUM · $784,000 to $0Feb 26, 2025 to Mar 4, 2026
- Pension RAUM · $111M to $135MFeb 26, 2025 to Mar 4, 2026
- RAUM · $301M to $444MFeb 26, 2025 to Mar 4, 2026
- Accounts · 293 to 345Oct 31, 2024 to Feb 26, 2025
- Charity clients · 1 to 2Oct 31, 2024 to Feb 26, 2025
- Corporate clients · 26 to 29Oct 31, 2024 to Feb 26, 2025
- HNW clients · 48 to 58Oct 31, 2024 to Feb 26, 2025
- Individual clients · 159 to 176Oct 31, 2024 to Feb 26, 2025
- Pension plan clients · 60 to 70Oct 31, 2024 to Feb 26, 2025
- Assets in custody · $92.2M to $133MOct 31, 2024 to Feb 26, 2025
- Employees · 3 to 5Oct 31, 2024 to Feb 26, 2025
- Financial planning clients · 0 to 0Oct 31, 2024 to Feb 26, 2025
- Discretionary RAUM · $215M to $300MOct 31, 2024 to Feb 26, 2025
- HNW RAUM · $101M to $141MOct 31, 2024 to Feb 26, 2025
- Individual RAUM · $18.5M to $26.5MOct 31, 2024 to Feb 26, 2025
- Non-discretionary RAUM · $759,890 to $784,000Oct 31, 2024 to Feb 26, 2025
- Pension RAUM · $84.6M to $111MOct 31, 2024 to Feb 26, 2025
- RAUM · $216M to $301MOct 31, 2024 to Feb 26, 2025
- Other offices · 1 to 2Jan 29, 2024 to Sep 9, 2024
- Accounts · 359 to 293Dec 6, 2023 to Jan 29, 2024
- Charity clients · unset to 1.0Dec 6, 2023 to Jan 29, 2024
- Corporate clients · unset to 26.0Dec 6, 2023 to Jan 29, 2024
- HNW clients · 23 to 48Dec 6, 2023 to Jan 29, 2024
- Individual clients · 236 to 159Dec 6, 2023 to Jan 29, 2024
- Pension plan clients · 59 to 60Dec 6, 2023 to Jan 29, 2024
- Assets in custody · $57.2M to $92.2MDec 6, 2023 to Jan 29, 2024
- Employees · 4 to 3Dec 6, 2023 to Jan 29, 2024
- Discretionary RAUM · $107M to $215MDec 6, 2023 to Jan 29, 2024
Signals
4 dated events
- Hamilton Capital Partners, Llc reported RAUM $444.0M, up 47% from $301.2M (2025-02-26 to 2026-03-04)Mar 4, 2026 · RAUM change · derived
- Nicholas Kelly left Hamilton Capital Partners, Llc for Bedel Financial Consulting Inc (registered 2025-06-03)Mar 31, 2025 · Advisor changed firm · fact
- Austin Ryan Farmer left Hamilton Capital Partners, Llc for Mml Investors Services, Llc (registered 2022-09-23)Aug 26, 2022 · Advisor changed firm · fact
- Hamilton Capital Partners, Llc filed its initial SEC registration (Form ADV)Apr 16, 2021 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/hamilton-capital-partners-llcreportedpublic record, Form ADV, Sep 18, 2026
- Website
- hamiltoncapitalpartnersllc.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 678-802-4974reportedpublic record, Form ADV, Apr 13, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $222Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026