Joel
Potts
Hamilton Capital
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About this Advisor
Joel Potts is a financial advisor based in Columbus, Ohio, working with Hamilton Capital. Joel has previously held positions at Hamilton Capital, LLC, Summit Financial Strategies, The Ohio State University, Master'S Advisors Inc, Fillmore Container Inc, Horst Auctioneers, Ephrata High School, Refreshing Mountain Retreat And Adventure Center, and Ephrata Middle School. Joel has passed the Series 65 regulatory exam and is registered to provide services in Ohio. Currently, Joel is part of Hamilton Capital, which operates out of Columbus, Ohio. The firm has 1 office and 79 employees. The firm manages assets totaling $4.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Hamilton Capital includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Hamilton Capital Brokerage Details
$4,219,857,272
79
8,483
$497,449
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
Joel Potts Work History
Hamilton Capital, LLC
Summit Financial Strategies
Master'S Advisors Inc
Fillmore Container Inc
The Ohio State University
Horst Auctioneers
Ephrata High School
Refreshing Mountain Retreat Andn Adventure Center
Ephrata Middle School
Disclosures
Please visit the SEC profile of Joel Potts 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
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