Hamilton Capital
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
FINTRXOverview
Hamilton Capital is a privately owned limited liability company that has been SEC-registered since 1997. The firm serves both individual/family and institutional clients and acts as a capital allocator. Its advisory scope spans financial planning and portfolio management across individual accounts, small businesses, pooled vehicles, investment companies, and institutional clients. Hamilton Capital also provides pension consulting and selects third‑party advisers on behalf of clients. Fee arrangements include a percentage of assets under management as well as hourly and fixed-fee engagements. The firm identifies as an active ESG investor and received industry recognition in 2020, appearing on the Financial Times’ Top 300 RIA Firms list and on FA Magazine’s Top RIA Firms list that year.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient 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
Jeffrey Wilkins
Deputy Chief Investment OfficerCRD 7038634
Elias Caleshu
Deputy Chief Investment OfficerCRD 6608953
Robert Hamilton
Chairman & CEOCRD 1098944
Contacts
3 of 55
John Chambers
Financial AdvisorCRD 5824103
Matthew Kirby
Managing DirectorCRD 5139473
Peter Geldis
Managing DirectorCRD 5170113
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 102Active vs passive
$5.1B in ETFs
86%
$4.4B
7%
$742M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| WISDOMTREE US QUALITY DIVIDEND GROWTH FUND (DGRW) | Wisdom Tree | Passive | Large Blend | $689M | 7,201,068 | 13.46% |
Location
Columbus, OH
Franklin
Location
Columbus, OH
Headquartered in Columbus, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.
- Metro area
- Columbus-Marion-Zanesville, OH
- Region
- Midwest
- County
- Franklin
- Address
- 5025 Arlington Centre Blvd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Rockbridge Capital, LLC
RIAColumbus, OH
Drive Capital LLC
RIAColumbus, OH
Windsor Advisory Group, LLC
RIAColumbus, OH
Gryphon Financial Partners
RIAColumbus, OH
Summit Financial Strategies Inc
RIAColumbus, OH
Meyers Wealth Management, LLC
RIAColumbus, OH