Hamilton Capital

RIASEC Registered

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 a privately held LLC that serves both high-net-worth individuals and institutional clients. The firm is registered with the SEC and has been so since 1997. It acts as a capital allocator and offers a mix of planning and portfolio services across individual, pooled and institutional mandates, including selection of sub‑advisers and pension consulting. Fee arrangements include asset‑based charges as well as hourly and fixed‑fee engagements. The firm identifies as an active ESG investor and lists a range of advisory activities spanning financial planning, portfolio management for individuals and businesses, and management of pooled investment vehicles. Hamilton Capital was recognized among top RIA lists in 2020 by Financial Times (Top 300 RIA Firms) and FA Magazine (Top RIA Firms).