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Michael Blake Fortune Ii

HAMILTON CAPITAL PARTNERS
ATLANTA, GA
·CRD# 6345893·8 years experience

Professional Summary

Michael Blake Fortune II, who also goes by Michael Blake Fortune II, is a registered financial advisor currently at HAMILTON CAPITAL PARTNERS, LLC located in Atlanta, Georgia. Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Michael has worked at 2 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Michael Blake Fortune Ii

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

8 years in the financial services industry

Current & Past Employments

HAMILTON CAPITAL PARTNERS, LLC·CRD# 314344
RIA
3400 Peachtree Road, Ne North Tower, Suite 125, Atlanta, GA 30326
May 27, 2021 - Present
HAMILTON INVESTMENT COUNSEL, LLC·CRD# 284564
RIA
Dacula, GA
November 20, 2018 - May 26, 2021

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Current Firm

HC
HAMILTON CAPITAL PARTNERS, LLC

HAMILTON CAPITAL PARTNERS, LLC

CRD#: 314344 / SEC#: 801-121245
RIA
Registered Investment Advisory firm - SEC (5/21/2021 Approved)

Contact Information

Main Address

3400 Peachtree Road, Ne North Tower, Suite 125, Atlanta, GA 30326

Phone Number

(678) 802-4974

# of Employees

5

SEC notice filing (9 States and Territories)

Registered to provide investment advisory services in 9 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

HCP ADV OTAA 2A (4/13/2026)

Regulatory Assets Under Management

Total Number of Accounts

218

AUM (Assets Under Management)

$443,996,790

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
08/29/2025Cover PageReport
11/18/2024Cover PageReport
09/27/2023Cover PageReport

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. Fortune Wealth Management, Inc.; not investment-related; 2038 Spink St. NW, Atlanta, CA 30318; S Corp; President; 0 hours/month; 0 hours/month during trading hours; no duties. 2. Perseus Venture Partners, LLC; investment-related; 8 The Green, Suite A, Dover, Delaware, 19901; holding company; Partner; 4/1/2022; 10; 0; no; Partner. Duties include general business development

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
HC
HAMILTON CAPITAL PARTNERS, LLC

HAMILTON CAPITAL PARTNERS, LLC

CRD#: 314344 / SEC#: 801-121245
RIA
Registered Investment Advisory firm - SEC (5/21/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Georgia
(5/27/2021)
IAR
Texas
(8/18/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Nov 2018About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Michael Blake Fortune II's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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