Francis Man-Kee Chu

Employer firm

Hamilton Capital CRD 109116

$4.94B regulatory AUM 8 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2021 → Present
  Hamilton Capital, Llc
  Columbus, OH
• 08/2012 → 12/2019
  Bitterroot Capital Advisors
  Bozeman, MT
• 01/2020 → 01/2021
  Unemployed
  Bozeman, MT

Other Businesses

On board of United Orient Bank, a privately owned community bank in NYC. A volunteer member on the investment committe of Bozeman Health, a hospital in Bozeman Montana.

Designations

• Chartered Financial Analyst

Other Names

• Francis Mac-Kee Chu