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Hamilton Capital

Updated today

Client AUM

$3,928,449,397

Clients

2,744

Advisors

61

of 90 employees

About

Hamilton Capital provides wealth and investment management to individuals (including high‑net‑worth clients) and to institutional accounts such as foundations, endowments, qualified and non‑qualified retirement plans, and investment company clients. Its services include financial planning, discretionary portfolio management, co‑advisory arrangements with other advisers, and monitoring or reporting on held‑away assets.

The firm follows a top‑down, macroeconomic-driven, dynamic forward‑looking investment process that assesses global macro conditions, asset‑class valuations, and scenario risks to construct diversified portfolios. Implementation spans mutual funds, ETFs, separately managed accounts, customized fixed‑income strategies, and alternative investments, and the firm will incorporate private funds, pooled vehicles, and ESG considerations when requested by clients.

Hamilton Capital’s business is distinctive for a multi‑team adviser in that it manages and advises pooled investment vehicles — including an affiliated closed‑end fund — and sponsors affiliated private investment funds, while also providing portfolio management for pooled and investment‑company clients. The firm discloses and addresses the resulting conflicts of interest (for example, through exclusions of affiliated fund assets from certain advisory calculations and a formal code of ethics) and offers co‑advisory and implementation arrangements to other advisers.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Private / alternative investments Real estate investing ESG / Sustainable investing

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Fee options

Fixed

Planning and Advisory Services may be provided on a fixed fee basis depending on complexity.

Percentage

$0 - $2,000,000: 1.00% $2,000,000 - $4,000,000: 0.75% $4,000,000+: 0.55%

Project-based

Hourly charges range from $60 to $500 per hour for Planning and Advisory Services depending on professional.

Other

Account minimum: $500,000 Minimum fee: Minimum quarterly fee of $1,250 for Wealth Management clients (may be waived at discretion of Hamilton Capital). Minimum fees may also apply for Investment Management services only clients and may be waived. Fee-only: Hamilton Capital is a fee-only firm; only source of compensation is fees from clients.

Main office

5025 Arlington Centre Blvd., Suite 300

Columbus OH 43220

Advisors at this office

61

Most active in

Alabama · Arizona · California · Connecticut · Delaware · Florida · Georgia · Illinois · Indiana · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Ohio · Oregon · Pennsylvania · Puerto Rico · South Carolina · Tennessee · Texas · Utah · Virginia · Washington · Wisconsin · Wyoming

Also doing business as

Hamilton Capital · Hamilton Capital Management Inc · Hamilton Capital, LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Brianne C

CFP®, Series 65

Columbus, OH

Hamilton Capital

Brianne Cronenwett is a CFP® and holds a Series 65 license with eight years of industry experience. She has been with Hamilton Capital since 2018, including its predecessor entity, and is currently based in Columbus, OH. Prior to joining Hamilton Capital, her work history includes roles at Lance Hoccutt Financial and brief employment at Chick-fil-A Willowbrook. Hamilton Capital provides wealth and investment management services to individuals, including high-net-worth clients, and institutional accounts such as foundations and endowments. The firm employs a top-down, macroeconomic-driven investment approach and manages diversified portfolios through various vehicles, including mutual funds, ETFs, and alternative investments, while also sponsoring affiliated private investment funds.

Private / alternative investments Real estate investing ESG / Sustainable investing
user avatar

Matthew B

Series 65

Columbus, OH

Hamilton Capital

Matthew Backiewicz is a financial advisor at Hamilton Capital with two years of industry experience. He holds a Series 65 credential and previously worked at Ephatha Group and Dawson. Outside of his advisory role, he is the founder and CEO of Ephatha Group, a sales consulting business. Hamilton Capital provides wealth and investment management to individuals, including high-net-worth clients, as well as institutional accounts such as foundations and endowments. The firm employs a top-down, macroeconomic-driven investment process and offers diversified portfolio solutions, including private funds and ESG options upon client request.

Private / alternative investments Real estate investing ESG / Sustainable investing
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Brendan P

Series 65

Columbus, OH

Hamilton Capital

Brendan Pittman is a financial advisor at Hamilton Capital in Columbus, OH, holding a Series 65 designation with one year of industry experience. Prior to joining Hamilton Capital, he worked at FastTrac Marketing Group and Ameriprise Financial, and he also has a background in higher education at The University of Akron. Hamilton Capital provides wealth and investment management services to individuals, including high-net-worth clients, as well as institutional accounts such as foundations and retirement plans. The firm employs a top-down, macroeconomic-driven investment process to construct diversified portfolios across a broad range of asset classes and investment vehicles.

Private / alternative investments Real estate investing ESG / Sustainable investing
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Peter G

CFP®, Series 65

Columbus, OH

Hamilton Capital

Peter Geldis is a CFP® professional with 19 years of experience, currently serving as an advisor at Hamilton Capital. He has been with Hamilton Capital Management Inc since 2015. Hamilton Capital provides wealth and investment management services to individuals, including high-net-worth clients, and institutional accounts such as foundations and endowments. The firm employs a top-down, macroeconomic-driven investment process to construct diversified portfolios and manages both pooled investment vehicles and private investment funds.

Private / alternative investments Real estate investing ESG / Sustainable investing
user avatar

Robert H

CFP®, Series 65

Columbus, OH

Hamilton Capital

Robert Hamilton is a CFP® and Series 65-licensed advisor with eight years of industry experience. He has been with Hamilton Capital since 2018, initially at Hamilton Capital Management, Inc., and continuing at Hamilton Capital, LLC since 2021. Hamilton Capital provides wealth and investment management to individuals, including high-net-worth clients, as well as institutional accounts such as foundations, endowments, and retirement plans. The firm employs a top-down, macroeconomic-driven investment approach and manages a variety of investment vehicles, including pooled funds and private investment funds.

Private / alternative investments Real estate investing ESG / Sustainable investing
user avatar

Logan M

CFP®, Series 65

Columbus, OH

Hamilton Capital

Logan Miller is a CFP® and Series 65-credentialed advisor with two years of experience, currently with Hamilton Capital in Columbus, OH. Prior to joining Hamilton Capital, he worked at Fidelity National Information Services for several years. Hamilton Capital provides wealth and investment management to both individual and institutional clients, employing a top-down, macroeconomic-driven investment process. The firm manages diversified portfolios using various asset classes and offers co-advisory and portfolio management services across multiple investment vehicles.

Private / alternative investments Real estate investing ESG / Sustainable investing
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John C

CFP®, Series 66

Columbus, OH

Hamilton Capital

John Chambers is a CFP® and holds a Series 66 license, with 15 years of experience in the financial advisory industry. He has been with Hamilton Capital since 2016, initially with Hamilton Capital Management, Inc., and continuing with Hamilton Capital, LLC since 2023. Hamilton Capital provides wealth and investment management services to individuals, including high-net-worth clients, as well as institutional accounts such as foundations, endowments, and retirement plans. The firm employs a top-down, macroeconomic-driven investment process and manages a range of vehicles including mutual funds, ETFs, separately managed accounts, and alternative investments.

Private / alternative investments Real estate investing ESG / Sustainable investing
user avatar

Joseph M

CFP®, Series 65

Columbus, OH

Hamilton Capital

Joseph Miller is a CFP® and holds a Series 65 license with three years of industry experience. He is currently an advisor at Hamilton Capital in Columbus, OH, having worked there since 2022. Prior to joining Hamilton Capital, he was employed at SS&C Technologies and Brigade Capital. Hamilton Capital provides wealth and investment management services to individuals, including high-net-worth clients, as well as institutional accounts such as foundations and retirement plans. The firm employs a top-down, macroeconomic-driven investment process and manages diverse portfolios through mutual funds, ETFs, separately managed accounts, and alternative investments, including private funds and ESG options upon client request.

Private / alternative investments Real estate investing ESG / Sustainable investing
user avatar

Travis H

CFP®, Series 65

Columbus, OH

Hamilton Capital

Travis Henderson is a CFP® and holds a Series 65 license with 14 years of industry experience. He has been with Hamilton Capital since 2014, working first at Hamilton Capital Management Inc and continuing with Hamilton Capital Management, LLC. Hamilton Capital manages wealth and investments for individuals, including high-net-worth clients, as well as institutional accounts such as foundations and retirement plans. The firm employs a top-down, macroeconomic-driven investment process and offers diversified portfolio construction using mutual funds, ETFs, separately managed accounts, and alternative investments, including private funds and ESG options when requested.

Private / alternative investments Real estate investing ESG / Sustainable investing
user avatar

Matthew K

CFP®, Series 65

Columbus, OH

Hamilton Capital

Matthew Kirby is a CFP® and holds a Series 65 license with 18 years of experience in the financial industry. He has been with Hamilton Capital since 2015, currently serving as an advisor at the firm based in Columbus, OH. Hamilton Capital provides wealth and investment management services to individuals, including high-net-worth clients, as well as institutional accounts such as foundations, endowments, and retirement plans. The firm employs a top-down, macroeconomic-driven investment process to construct diversified portfolios, utilizing a range of investment vehicles including mutual funds, ETFs, separately managed accounts, and alternative investments.

Private / alternative investments Real estate investing ESG / Sustainable investing
user avatar

Eric T

Series 65

Columbus, OH

Hamilton Capital

Eric Thiemann is a financial advisor at Hamilton Capital in Columbus, OH, holding a Series 65 designation with four years of industry experience. His background includes roles at Hamilton Capital since 2021 and prior experience at Citi Group and Ohio University. Hamilton Capital provides wealth and investment management services to individuals, including high-net-worth clients, as well as institutional accounts such as foundations and retirement plans. The firm employs a top-down, macroeconomic-driven investment process and offers a range of strategies including mutual funds, ETFs, customized fixed-income, and alternative investments.

Private / alternative investments Real estate investing ESG / Sustainable investing
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Jeffrey L

CFP®, Series 63

Columbus, OH

Hamilton Capital

Jeffrey Loehnis is a CERTIFIED FINANCIAL PLANNER™ practitioner at Hamilton Capital with 25 years of industry experience. He has been with Hamilton Capital Management, Inc. since 2001. Hamilton Capital provides wealth and investment management services to individuals, including high-net-worth clients, as well as institutional accounts such as foundations, endowments, and retirement plans. The firm employs a top-down, macroeconomic-driven investment process to create diversified portfolios across various asset classes and offers management of pooled investment vehicles alongside co-advisory arrangements with other advisers.

Private / alternative investments Real estate investing ESG / Sustainable investing
user avatar

Conolly B

CFP®, Series 63, Series 65

Columbus, OH

Hamilton Capital

Conolly Boughner is a CFP® with six years of industry experience, currently serving at Hamilton Capital. He previously worked at KeyBanc Capital Markets Inc. and has held positions at several firms including Morgan Stanley and Diamond Hill Capital Management. Hamilton Capital provides wealth and investment management services to individuals, including high-net-worth clients, and institutional accounts such as foundations and endowments. The firm employs a top-down, macroeconomic-driven investment process and manages a range of investment vehicles, including pooled funds and private investment funds.

Private / alternative investments Real estate investing ESG / Sustainable investing
user avatar

Griffin D

CFP®

Columbus, OH

Hamilton Capital

Griffin Davies is a Certified Financial Planner® at Hamilton Capital in Columbus, OH, with one year of industry experience. Prior to joining Hamilton Capital in 2025, he worked at MAI Capital for two years. Hamilton Capital provides wealth and investment management services to individuals, including high-net-worth clients, as well as institutional accounts such as foundations and retirement plans. The firm employs a top-down, macroeconomic-driven investment process and manages a range of investment vehicles, including mutual funds, separately managed accounts, and private investment funds.

Private / alternative investments Real estate investing ESG / Sustainable investing
user avatar

Michael D

Series 65

Columbus, OH

Hamilton Capital

Michael De Carlo is a Series 65-licensed financial advisor at Hamilton Capital with two years of industry experience. Prior to joining Hamilton Capital, he worked at Cardinal Health and Battelle Memorial Institute. Hamilton Capital provides wealth and investment management services to individuals, including high-net-worth clients, and institutional accounts such as foundations and retirement plans. The firm uses a top-down, macroeconomic-driven investment process to build diversified portfolios and manages pooled investment vehicles and private funds alongside traditional accounts.

Private / alternative investments Real estate investing ESG / Sustainable investing
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