Nicholas
Fisher

Hamilton Capital

CRD#6051515
Investment Advisor
in Columbus, OH

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About this Advisor

Nicholas Fisher is a certified financial planner who works in Columbus, Ohio, with 2 years of industry experience. Fisher is currently employed by Hamilton Capital. Over the course of their career, Fisher has held roles at Mass Mutual/Mml Investors, Mml Investors Services, Ohio State University, Pnc Bank/Pnc Investments, Lincoln Financial Advisors Corporation, Wealthbridge Capital Management, Private Client Services and Hamilton Capital, LLC. Fisher has Series 63 and Series 66 licenses, designating them as a securities representative, and is approved to advise clients in Ohio and Texas. Hamilton Capital is a financial advisory business based out of Columbus, OH. The investment advisory business has a total of 69 people on staff. It has $4 billion in assets under management among its 7,905 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises 47 charities and foundations. Of its 7,905 client accounts, 39% are held by high-net-worth individuals who have at least $1 million in investable assets. Hamilton Capital performs 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 management largely vary depending on which service is offered. Fees billed by Hamilton Capital most likely include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

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

$3,757,878,034

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

69

OH Average: 34
Total Number of Accounts

7,905

OH Average: 1,972
Average Account Size

$475,380

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

Nicholas Fisher Work History

Nicholas has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Hamilton Capital, LLC

2020 - 2021 (1 year)

Wealthbridge Capital Management

2020 - 2020 (< 1 year)

Private Client Services

2016 - 2020 (4 years)

Lincoln Financial Advisors Corporation

2014 - 2016 (2 years)

Pnc Bank/Pnc Investments

2013 - 2014 (1 year)

Mass Mutual/Mml Investors

2013 - 2014 (1 year)

Mml Investors Services

2009 - 2013 (4 years)

Ohio State University

*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 Nicholas Fisher 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

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

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