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KF

Kaena H. Farmer

HAMILTON CAPITAL ADVISORS LLC
Atlanta, GA 30339
Some features on this profile are disabled
CRD#: 7353309
KF

Professional summary

Kaena Hazika Farmer, who also goes by Kaena Farmer, is a registered financial advisor currently at HAMILTON CAPITAL ADVISORS LLC located in Atlanta, Georgia.

Kaena is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Kaena has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Kaena Farmer

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.
Business Ownership; Owner; Other; 5755 Glenridge Dr, Apt 375, Atlanta , GA, 30328; Not Investment-Related; 01/01/2019; 1 to 9 hours per month; 0 during trading hours. Other Business Activities; Morehouse College; I am an adjunct Professor at Morehouse College for the Crown Forum Course. Crown Forum is a communal tradition that is mandatory for all students and that extends from the 19th century founding of the School to the 21st-century Institution of today. The spiritual core of Crown Forum provides a grounding space where students are connected to and develop their dynamic humanity. ; 830 Westview Dr SW, , Atlanta, GA, 30314; Not Investment-Related; 01/08/2024; 0 during trading hours; 1 to 9 hours per month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kaena Hazika Farmer's 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

June 4, 2025 - Present

HAMILTON CAPITAL ADVISORS LLC

Office #1: 2727 Paces Ferry Rd. Building 2, Suite 310, Atlanta, GA 30339
RIA
CRD#: 284022
Atlanta, GA
Past

May 1, 2024 - April 7, 2025

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
ATLANTA, GA
Past

October 4, 2023 - April 7, 2025

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
ATLANTA, GA

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
(6/4/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/23/2024
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 10/4/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 5/13/2023
Securities Industry Essentials Examination

Current Firm

HC
HAMILTON CAPITAL ADVISORS LLC
GRANT & HAMILTON CAPITAL ADVISORS | HAMILTON WEALTH ADVISORS | HAMILTON CAPITAL ADVISORS LLC | GRANT & HAMILTON CAPITAL ADVISORS LLC

CRD#: 284022 / SEC#:

Alabama
Registered Investment Advisory firm - (11/4/2016 Approved)
Georgia
Registered Investment Advisory firm - (7/15/2016 Approved)
Texas
Registered Investment Advisory firm - (4/30/2024 Conditional Restricted)
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Contact information

Main Address
2727 Paces Ferry Road Suite 310, Atlanta, GA 30339
Mailing Address
Phone number
(404) 795-5077
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

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.

Company Information

HAMILTON CAPITAL ADVISORS LLC

CRD#: 284022Atlanta, GA 30339

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