Hamilton Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$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
Expertise
Fee options
Planning and Advisory Services may be provided on a fixed fee basis depending on complexity.
$0 - $2,000,000: 1.00% $2,000,000 - $4,000,000: 0.75% $4,000,000+: 0.55%
Hourly charges range from $60 to $500 per hour for Planning and Advisory Services depending on professional.
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
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Advisors at this firm
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