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HAMILTON CAPITAL
HAMILTON CAPITAL, LLC
CRD 109116 · SEC 801-54611
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
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1403 | $338.6M |
| High net worth individuals | 1341 | $3.59B |
| Investment companies | 1 | $378.6M |
| Pooled investment vehicles | 6 | $267.6M |
| Pension/profit sharing plans | 127 | $95.3M |
| Charitable organizations | 47 | $85.4M |
| Corporations/business entities | 38 | $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