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Hamilton Capital

Updated today

Client assets under management

$3,928,449,397

Clients

2,744

49% high-net-worth

Advisors

59

of 90 employees

Firm type

Multi-team

30-300 advisors or >$3B in AUM

Clients per advisor

47

Low

Average account size

$1,431,651

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 location

Hamilton Capital

5025 Arlington Centre Blvd, Suite 300

Columbus OH 43220, United States

Number of offices

2

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

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 seven years of experience in the financial industry. She has worked with Hamilton Capital since 2018, including its predecessor entity, and is based in Columbus, Ohio. 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 multiple asset classes and investment vehicles.

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
user avatar

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 experience. His prior roles include positions at FastTrac Marketing Group, The University of Akron, and Ameriprise Financial. 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 employs a top-down, macroeconomic-driven investment approach and manages a range of investment vehicles, including mutual funds, ETFs, and private funds.

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

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® with seven years of industry experience, currently serving as an advisor at Hamilton Capital. He has worked within the firm since 2018, including at its predecessor entity, Hamilton Capital Management, Inc. 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 that include mutual funds, ETFs, separately managed accounts, alternative investments, and private funds when requested.

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 holds a Series 65 license. He is based in Columbus, OH and has two years of experience in the financial industry. Prior to joining Hamilton Capital, he worked at Fidelity National Information Services for four 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 endowments. The firm uses a top-down, macroeconomic-driven investment process to build diversified portfolios across various asset classes and incorporates private funds and ESG considerations when requested.

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

John C

CFP®, Series 66

Columbus, OH

Hamilton Capital

John Chambers is a CFP® with 14 years of experience in financial advising. He has worked at Hamilton Capital and its affiliated entities since 2015. 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 uses 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

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 with Hamilton Capital holding a Series 65 designation and three years of industry experience. His prior work includes positions at Citi Group and Ohio University. Hamilton Capital provides wealth and investment management to both individuals, including high-net-worth clients, and institutional accounts. The firm uses a top-down, macroeconomic-driven investment approach and manages diversified portfolios through various vehicles such as mutual funds, ETFs, separately managed accounts, and private investment funds.

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

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®-credentialed financial advisor with five years of industry experience. He is currently with Hamilton Capital in Columbus, OH, and previously worked at KeyBanc Capital Markets and several other financial firms. Hamilton Capital provides wealth and investment management services to individuals, including high-net-worth clients, as well as institutional accounts. The firm employs a top-down, macroeconomic-driven investment process to create diversified portfolios and manages pooled investment vehicles alongside customized client solutions.

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

Griffin D

CFP®

Columbus, OH

Hamilton Capital

Griffin Davies is a CFP® at Hamilton Capital with one year of industry experience. Prior to joining Hamilton Capital in 2025, he worked at MAI Capital from 2023 to 2025 following eight years as a student. Hamilton Capital provides wealth and investment management services to individuals, including high-net-worth clients, and institutional accounts such as foundations, endowments, and retirement plans. The firm employs a top-down, macroeconomic-driven investment process to construct diversified portfolios across various asset classes, including mutual funds, ETFs, separately managed accounts, and alternative investments.

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

Michael D

Series 65

Columbus, OH

Hamilton Capital

Michael De Carlo is a financial advisor at Hamilton Capital with a Series 65 designation and one year of industry experience. His prior work includes roles at Cardinal Health and Battelle Memorial Institute. Hamilton Capital provides wealth and investment management to individuals, including high-net-worth clients, as well as institutional accounts such as foundations and retirement plans. The firm uses a top-down, macroeconomic-driven investment process to construct diversified portfolios and manages pooled investment vehicles alongside customizable portfolio management services.

Private / alternative investments Real estate investing ESG / Sustainable investing
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