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 $3,757,878,034 assets under management, offering retirement planning & investment advisory services to 7905 clients. The firm is staffed with 69 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 109116 |
SEC# | 801-54611 |
Assets Managed by Firm | $3,757,878,034 |
No. of Clients | 7905 |
No. of Advisors | 69 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 7905 | $3,757,878,034 |
Individuals (other than high net worth individuals) | 1391 | $333,687,644 |
High net worth individuals | 1055 | $2,823,017,444 |
Pension and profit sharing plans | 149 | $275,086,147 |
Charitable organizations | 47 | $130,367,452 |
Corporations or other businesses | 30 | $195,719,347 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$71,982,699,043 | 134 | 133 | |
$71,037,804,050 | 1405 | 151 | |
$25,371,529,349 | 516 | 48 | |
$24,763,108,831 | 4149 | 129 | |
$23,908,418,539 | 68 | 122 |
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