Erin
Wittmann
Hamilton Capital
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About this Advisor
Erin Wittmann is a certified financial planner operating in Columbus, Ohio, who has 7 years of relevant experience. Wittmann works at Hamilton Capital. Throughout their career, Wittmann has worked at Sfg Wealth Planning, Ohio University, Texas Roadhouse, Buffalo Red Wings, Richland Bank, Century National Bank, Prats & Hogsette Financial Group, Mansfield Schools, Robert Half - U.S. Bank and Hamilton Capital, LLC. Wittmann has a Series 65 license, qualifying them as an investment advisor representative, and is able to operate in Ohio and Texas. Hamilton Capital is a financial advisory company headquartered in Columbus, OH. The investment advisory business has a total of 69 financial advisors. It handles $4 billion in assets under management among its 7,905 accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm advises 47 charitable organizations. Of its 7,905 customer accounts, 39% are held by high-net-worth individuals who have greater than $1 million in investable assets. Hamilton Capital provides a number of services, such as 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. Fees for financial advice largely are based on which services are offered. However, fees charged by Hamilton Capital may include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Hamilton Capital Brokerage Details
$3,757,878,034
69
7,905
$475,380
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Erin Wittmann Work History
Erin has been registered as a financial advisor for 7 years.*
Hamilton Capital, LLC
Robert Half - U.S. Bank
Hamilton Capital, LLC
Sfg Wealth Planning
Century National Bank
Texas Roadhouse
Richland Bank
Ohio University
Texas Roadhouse
Buffalo Red Wings
Prats & Hogsette Financial Group
Ohio University
Mansfield Schools
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Erin Wittmann to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Hamilton Capital
Columbus, OH
Columbus, OH
Columbus, OH
Columbus, OH
Columbus, OH
Columbus, OH
Columbus, OH
Columbus, OH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
