Ryan
Hamilton

Morgan Dempsey Capital Management LLC

CRD#6163201
Investment Advisor
in Menomonee Falls, WI

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About this Advisor

Ryan Hamilton is a financial advisor based in Menomonee Falls, Wisconsin, working with Morgan Dempsey Capital Management LLC. Ryan has previously held a position at Morgan Dempsey Capital Management. Ryan has passed the Series 65 regulatory exam and is registered to provide services in Wisconsin. Currently, Ryan is part of Morgan Dempsey Capital Management LLC, which operates out of Menomonee Falls, Wisconsin. The firm has 1 office and 7 employees. The firm manages assets totaling $345.8 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Morgan Dempsey Capital Management LLC includes asset-based fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets

Office Location

111 Heritage Reserve Suite 200
Menomonee Falls, WI 53051

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Morgan Dempsey Capital Management LLC Brokerage Details

Total Assets Under Management

$345,754,439

WI Average: $2,826,565,184
Total Number of Employees

7

WI Average: 43
Total Number of Accounts

705

WI Average: 1,898
Average Account Size

$490,432

WI Average: $1,489,234

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Ryan Hamilton Work History

2014 - Present (10 years)

Morgan Dempsey Capital Management

Disclosures

Please visit the SEC profile of Ryan Hamilton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Morgan Dempsey Capital Management LLC

Ryan Hamilton
Menomonee Falls, WI
Dave Isaacson
Menomonee Falls, WI
Joshua Peters
Menomonee Falls, WI
Marc Dion
Menomonee Falls, WI

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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