Falists
← Back to search

HAMILTON CAPITAL

HAMILTON CAPITAL, LLC

CRD 109116 · SEC 801-54611

Visit website

5025 ARLINGTON CENTRE BLVD, SUITE 300, COLUMBUS, OH, 43220, United States

Phone

614-273-1000

Fax

614-273-1001

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$4.94B

Discretionary AUM

$4.85B

Team

90 total employees; 45 advisory reps; 8 broker-dealer reps

Clients

More than 500

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-04-21

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals1403$338.6M
High net worth individuals1341$3.59B
Investment companies1$378.6M
Pooled investment vehicles6$267.6M
Pension/profit sharing plans127$95.3M
Charitable organizations47$85.4M
Corporations/business entities38$182.1M

States served

AL, AZ, CA, DE, GA, IL, IN, KY, LA, ME, MD, MA, MI, MN, MT, NE, NV, NJ, NM, NY, NC, OH, OR, PA, PR, SC, TN, UT, VA, WI, WY, WA, TX, NH, CT, FL

All web addresses on file

Official SEC filing: View on IAPD