HAMILTON CAPITAL

RIASEC RegisteredEst. 1997

Total AUM

$4.9B

Discretionary

$4.9B

98% of AUM

Avg account

$516K

Accounts

9,562

Employees

Advisory reps

Firm details

Headquarters: COLUMBUS, Ohio
CRD number: 109116
Registered since: June 17, 1997
Website: hamiltoncapital.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI72.71%
Investment Companies7.67%
Individuals6.86%
Pooled Investment Vehicles5.42%
Corporations / Businesses3.69%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Hamilton Capital is an independent registered investment adviser organized as an LLC and SEC-registered since 1997. The firm acts as a capital allocator and serves both high-net-worth individuals and institutional clients, delivering financial planning and portfolio management across individual, pooled vehicle, and institutional mandates. Its ADV lists services that include selection of other advisers and pension consulting. Fee arrangements include asset-based fees as well as hourly and fixed charges. Hamilton Capital reports active ESG investing as part of its approach. The firm has received industry recognition, appearing in Financial Times’ Top 300 RIA Firms (2020) and in FA Magazine’s Top RIA Firms list (2020). Ownership structure on public filings indicates a mix of domestic entity and individual ownership.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Public Funds/Mutual Funds67%
US Government Bonds19%
Private Funds6%
Cash & Cash Equivalents5%
Exchange Traded Equities3%

Owners & executives

3 of 5

ROBERT HAMILTON
Chairman & CEOCRD 1098944
Jeffrey Wilkins
Deputy Chief Investment OfficerCRD 7038634
WILLIAM LEUBY
Senior Vice President, General Counsel and Chief Compliance OfficerCRD 1180900