JH
JH

James Hamilton

16 Years of Experience
Atlanta, GA

James Hamilton is a registered investment advisor at Resurgent Advisors, based in Atlanta, GA, with 16 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Education Planning, and 6 more. Their firm serves 381 clients with $350M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
381 clients
Average Client Portfolio
$931K average
Assets Under Management
$354.7M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Clients can be charged up to 2.25% annually on assets managed. Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

511 E. Paces Ferry Rd Ne, Atlanta, GA, 30305

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

James is the CEO of Bixby Boons, a support company, since August 2022. He spends about a quarter to half of his time on this business, with more than half of his time during trading hours.

Employment History
Current Registrations
Resurgent Advisors
February 2026 - Present · 8 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
August 2022 - February 2026 · 3 yrs 6 mos
Raymond James Financial Services, INC.Broker
August 2022 - February 2026 · 3 yrs 6 mos
Raymond James & Associates, INC.Broker
February 2013 - August 2022 · 9 yrs 6 mos
Raymond James & Associates, INC.
February 2013 - August 2022 · 9 yrs 6 mos
Morgan Keegan & Company, INC.
May 2010 - February 2013 · 2 yrs 9 mos
Morgan Keegan & Company, INC.Broker
April 2010 - February 2013 · 2 yrs 10 mos
State Registrations2 states
GATX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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