Keith
Copeland

Hamilton Capital

CRD#6737450
Investment Advisor
in Columbus, OH

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About this Advisor

Keith Copeland is a financial advisor based in Columbus, Ohio, working with Hamilton Capital. Keith has previously held positions at Hamilton Capital Management, Inc and The Tlc Group LTD. Keith is registered to provide services in Ohio and Texas. Currently, Keith 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

CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

5025 Arlington Centre Blvd Suite 300
Columbus, OH 43220

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Hamilton Capital Brokerage Details

Total Assets Under Management

$4,219,857,272

OH Average: $2,106,341,625
Total Number of Employees

79

OH Average: 34
Total Number of Accounts

8,483

OH Average: 1,972
Average Account Size

$497,449

OH Average: $1,068,125

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

Keith Copeland Work History

2016 - Present (9 years)

Hamilton Capital Management, Inc

2007 - Present (18 years)

The Tlc Group LTD

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Keith Copeland 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

Courtney Saddler
Columbus, OH
Logan Miller
Columbus, OH
Daniel Harkin
Columbus, OH
Brian Becker
Columbus, OH
John Chambers
Columbus, OH
Christopher Archer
Columbus, OH
Jeremy Dunlop
Columbus, OH
Adria Rosebrock
Columbus, OH

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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