Alonso Munoz

HAMILTON CAPITAL PARTNERS

Atlanta, GA 30326

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CRD#: 6838112

Professional summary

Alonso Munoz is a registered financial advisor currently at HAMILTON CAPITAL PARTNERS, LLC located in Atlanta, Georgia.

Alonso is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Alonso has worked at 2 firms and has passed the Series 65 and Series 63 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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. POSEIDON CAPITAL MANAGEMENT, INC.; NOT INVESTMENT-RELATED; 3400 Peachtree Road NE, Ste 125, ATL, GA, 30326; ENTITY FOR PARTNERSHIP OWNERSHIP/TAX STRUCTURE; PRESIDENT; 2017; 0; 0; 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

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alonso Munoz's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 27, 2021 - Present

HAMILTON CAPITAL PARTNERS, LLC

Office #1: 3400 Peachtree Road, Ne North Tower, Suite 125, Atlanta, GA 30326

RIA

CRD#: 314344

Atlanta, GA

Past

August 18, 2017 - May 21, 2021

HAMILTON INVESTMENT COUNSEL, LLC

RIA

CRD#: 284564

DACULA, GA

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".

HAMILTON CAPITAL PARTNERS, LLC

CRD#: 314344 / SEC#: 801-121245

RIA

Registered Investment Advisory firm - (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.

Highlighted states indicate IAR registrations

IAR

Georgia
(5/27/2021)

IAR

New York
(3/5/2025)

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

State Security Law Exam

IAR

Series 65

Date: 8/14/2017

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/21/2016

Uniform Securities Agent State Law Examination

Current Firm

HAMILTON CAPITAL PARTNERS, LLC

CRD#: 314344 / SEC#: 801-121245

RIA

Registered Investment Advisory firm - (5/21/2021 Approved)

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Contact information

Main Address

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

Mailing Address

Phone number

(678) 802-4974

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

HCP ADV AA 2A 2.26.2025 (2/26/2025)

Regulatory assets under management

Total Number of Accounts	345
AUM (Assets Under Management)	$ 301,246,755

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/29/2025	Cover Page	Report
11/18/2024	Cover Page	Report
09/27/2023	Cover Page	Report

Red Flags

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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Alonso Munoz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alonso Munoz's CRS (Customer Relationship Summary).

Certified licenses

Experience

HAMILTON CAPITAL PARTNERS, LLC

HAMILTON INVESTMENT COUNSEL, LLC

Primary Firm SEC Registration

HAMILTON CAPITAL PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/14/2017

Series 63

Date: 7/21/2016

Current Firm

HAMILTON CAPITAL PARTNERS, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

HAMILTON CAPITAL PARTNERS, LLC

TRUST BUT VERIFY

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