Hamilton Capital

RIASEC Registered
Total AUM
$4.9B
Discretionary
$4.9B
98% of AUM
Avg account
$516K
Accounts
9,562
Employees
90
Advisory reps
61

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 SEC-registered investment adviser (registration year 1997) that serves both individual and family clients as well as institutional investors. The firm operates as an LLC and offers fee arrangements that include percentage-of-AUM billing alongside hourly and fixed fees. Its advisory services span financial planning, discretionary portfolio management across individuals, pooled vehicles and institutions, pension consulting and manager selection. Hamilton Capital describes itself as a capital allocator and reports being an active ESG investor. The firm was named among the Financial Times’ Top 300 RIA Firms and appeared on FA Magazine’s Top RIA Firms list in 2020.

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

Asset composition: Public Funds/Mutual Funds 67%, US Government Bonds 19%, Private Funds 6%, Cash & Cash Equivalents 5%, Exchange Traded Equities 3%, Investment Grade Corp Bonds 1%67%
  • Public Funds/Mutual Funds67%
  • US Government Bonds19%
  • Private Funds6%
  • Cash & Cash Equivalents5%
  • Exchange Traded Equities3%

Owners & executives

3 of 5
  • Jeffrey Wilkins

    Jeffrey Wilkins

    Deputy Chief Investment OfficerCRD 7038634

  • Elias Caleshu

    Elias Caleshu

    Deputy Chief Investment OfficerCRD 6608953

  • Robert Hamilton

    Robert Hamilton

    Chairman & CEOCRD 1098944

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Contacts

3 of 56
  • John Chambers

    John Chambers

    Financial AdvisorCRD 5824103

  • Matthew Kirby

    Matthew Kirby

    Managing DirectorCRD 5139473

  • Peter Geldis

    Peter Geldis

    Managing DirectorCRD 5170113

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 55

Active vs passive

$2B in ETFs

Passive

82%

$1.6B

Active

9%

$358M

ETFProviderStyleCategoryValueShares% of portfolio
WISDOMTREE US QUALITY DIVIDEND GROWTH FUND (DGRW)Wisdom TreePassiveLarge Blend$705M7,246,27835.19%
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Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth