Hamilton Capital Partners, Llc
- Regulatory AUM
- $444M
- Discretionary
- $444M
- Clients
- 218
- Avg AUM / client
- $2.0M
- Accounts
- 218
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Apr 13, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 99 | $23.9M | 5.38% |
| High net worth individuals | 64 | $270M | 60.8% |
| Pension and profit sharing plans | 31 | $135M | 30.4% |
| Charitable organizations | 1 | $320K | 0.07% |
| Corporations and other businesses | 23 | $14.7M | 3.32% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Alonso Munoz | Owner & Managing Member | Oct 2020 (6y) | ≈ 37.5% – 75% via Poseidon Capital Management, Inc. | |
| Michael Blake Fortune | Owner & Managing Member | Oct 2020 (6y) | ≈ 37.5% – 75% via Fortune Wealth Management, Inc. |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Poseidon Capital Management, Inc. | Owner | Oct 2020 | A | 50% – 75% |
| Fortune Wealth Management, Inc. | Owner | Oct 2020 | A | 50% – 75% |
Estimated effective ownership (look-through of filed bands):
- Alonso Munoz: 75% – 100% of Poseidon Capital Management, Inc. × 50% – 75% direct ≈ 37.5% – 75% of the firm
- Michael Blake Fortune: 75% – 100% of Fortune Wealth Management, Inc. × 50% – 75% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/13/2026 | 1020 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Other services
Custody
Reported custodians
- LPL Financial $372M (84% of AUM) Apr 2026
- John Hancock Distributors Llc $48.7M (11% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 13, 2026.
View current Form ADV (SEC/IAPD) ↗