Hamilton Capital

CRD#109116
Investment Advisor Firm

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Learn more about Hamilton Capital

  • Overview
  • By the Numbers
  • Products and Services
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Hamilton Capital is a financial advisor company based in Columbus, Ohio. The firm controls $3.8 billion in total assets across 7,905 customer accounts, placing it among the largest firms in the nation by assets under management (AUM). The firm has an average-sized team, including 46 financial advisors. Hamilton Capital is not a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its accounts and those of its clients and instead must go through a broker-dealer company to do so. Securities are defined as tradable fiscal investments such as bonds, stocks and options.

    Hamilton Capital administers 7,610 of the company's client assets on a discretionary basis. Discretionary management is a structure in which buy and sell judgments are made by an investment advisor without needing to seek client approval. The company also administers 295 non-discretionary accounts totaling $220.9 million in AUM. Hamilton Capital manages roughly $475,380 for every client account. The typical financial advisor at Hamilton Capital administers around 172 client accounts.

    Hamilton Capital's central office is located at 5025 Arlington Centre Blvd, Columbus, Ohio 43220. The company is permitted to serve investors across 30 U.S. states and territories.

    Assets Under Management

    $3.8 billion

    Number of Advisors

    46

    Disclosures

    No

    Office Location

    5025 Arlington Centre Blvd
    Columbus, OH 43220

    Hamilton Capital by the Numbers

    Total Assets Under Management

    $3.8 billion

    National Average: $8.6 billion
    Total Number of Employees

    69

    National Average: 64
    Total Number of Accounts

    7,905

    National Average: 375,227
    Average Account Size

    $475.4 thousand

    National Average: $23.0 thousand
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    Products and Services

    Hamilton Capital offers multiple financial services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services and selection of other advisers. In the prior fiscal year, the firm provided 2000 of its clients with financial planning services. The company is not engaged in selling products or offering services other than investment advice to its investment advisory customers.

    Core Advisor Services

    • Offered by 31% of firms

      Financial Planning Services

      This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

    • Offered by 46% of firms

      Portfolio Management

      This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

    • Find a firm that offers this service

      Market Timing Services

      This is the practice of attempting to make short-term profits on investments by buying low and selling high.

    Other Services

    • Offered by 20% of firms

      Selection of Other Advisors

      This is the firm's assistance with choosing other advisors to work with who may have different specialties.

    • Find a firm that offers this service

      Publication of Periodicals

      This is the publication of various financial education materials.

    • Find a firm that offers this service

      Educational Seminars/Workshops

      This is the hosting of seminars or workshops to educate investors on financial concepts.

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    Fee Structure

    Fees for financial advice depend on the type of services provided. Fees billed by the company most likely include the following fee structures: asset-based, hourly or fixed. Hamilton Capital does not supply a wrap fee program, in which the company offers a service bundle for a single fee.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 21% of firms

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Offered by 32% of firms

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    Unavailable

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    The firm does business with a number of different investors. The company provides services to retail investors, high net worth investors, investment companies, pooled investment vehicles, pension plans, charitable organizations and corporations. Out of its 7,905 customers, Hamilton Capital's largest client is retail investors, though it also caters to 1,055 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 1% of the firm's clients are from outside of the U.S.

    • High-Net-Worth Individuals* - 39.4%
    • Other Individuals - 51.94%
    • Corporations - 6.91%
    • Charitable Organizations - 1.76%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Hamilton Capital does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Hamilton Capital

    Elias Caleshu
    Columbus, OH
    Joseph Miller
    Columbus, OH
    Benjamin Borkosky
    Columbus, OH
    Brianne Cronenwett
    Columbus, OH
    Kathleen Hedges
    Columbus, OH
    Andrea Kullberg
    Columbus, OH
    Evan Keeslar
    Columbus, OH
    Grant Dahlquist
    Columbus, OH
    Daniel Harkin
    Columbus, OH

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