5025 Arlington Centre Blvd
Suite 300
Columbus, Ohio 43220
Tel: 614-273-1000
HAMILTON CAPITAL, formally registered with the SEC as HAMILTON CAPITAL. The firm was established in 06/17/1997. They have over 2 offices throughout the country.
HAMILTON CAPITAL is a Columbus, Ohio based Financial Planning firm with nearly $4,219,857,272 assets under management, offering retirement planning & investment advisory services to 8483 clients. The firm is staffed with 79 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 109116 |
| SEC# | 801-54611 |
| Assets Managed by Firm | $4,219,857,272 |
| No. of Clients | 8483 |
| No. of Advisors | 79 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 8483 | $4,219,857,272 |
| Individuals (other than high net worth individuals) | 1417 | $341,831,132 |
| High net worth individuals | 1151 | $3,073,280,731 |
| Pension and profit sharing plans | 141 | $258,589,271 |
| Charitable organizations | 49 | $136,005,152 |
| Corporations or other businesses | 32 | $298,445,907 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $79,457,379,980 | 1444 | 158 | |
| $78,252,229,704 | 130 | 135 | |
| $54,569,476,420 | 741 | 48 | |
| $30,011,530,941 | 3811 | 127 | |
| $26,738,929,617 | 39 | 84 |
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