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Co-Chief Investment Officer, Principal · Hamilton Capital

Jeffrey G. Wilkins

CRD 7038634 · Named on Form ADV at one SEC-registered adviser

At a glance

Hamilton Capital, an SEC-registered wealth manager based in Columbus, OH with $4.9 billion in regulatory assets, lists Jeffrey G. Wilkins on its Form ADV as Co-Chief Investment Officer, Principal.

Firms and roles

  • Hamilton CapitalCo-Chief Investment Officer, PrincipalWealth manager · Columbus, OH · $4.9B in regulatory assets

AtlasMembers

Jeffrey’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (8)

3 more people named with Jeffrey on the same filings, with titles and firms. Free in Atlas with a free account.

See all 8 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jeffrey’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.