RIA IntelAdvisersNew JerseyHAMILTON MANAGEMENT GROUP, INC.

HAMILTON MANAGEMENT GROUP, INC.

Advisory

NJ

Data as of Mar 10, 2026 · Source: SEC Form ADV

Average account
$700K
across 33 accounts
AUM per adviser
$23M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 10, 2026.

Total AUM
$23M
Discretionary %
100%
Clients
20
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$23M
Discretionary AUM$23M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients20
Team
Total Employees2
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InNC
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NJ

Closest by assets under management. All figures from Form ADV.

VERITY ADVISORS, LLC
BASKING RIDGE, NJ
$23M
-34.0% 1Y
PURPOSE BUILT FINANCIAL SERVICES LLC
MOORESTOWN, NJ
$23M
VASSOS INVESTMENTS, LLC
$23M
ENLIGHT FINANCIAL LLC
$23M
FINANCIAL LIFE PLANNING, LLC
MARLTON, NJ
$23M
JERSEY SHORE PORTFOLIO MANAGEMENT, LLC
$23M

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