Wealth manager, independent · Columbus, OH
Hamilton Capital
Hamilton Capital, LLC · SEC-registered investment adviser · CRD 109116 · SEC 801-54611
At a glance
Hamilton Capital is an SEC-registered investment adviser based in Columbus, Ohio, with $4.9B in regulatory assets under management as of its Form ADV filed April 21, 2026. It reports 2,744 individual clients, 1,341 of them high-net-worth, holding an average of about $1.4 million each, and 90 employees. That ranks it 228th among the nation’s 5,657 independent wealth management RIAs and 14th of 226 in Ohio. It reports Charles Schwab as the custodian for its clients’ separately managed accounts.
Main office 614-273-1000hamiltoncapital.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $4.9B
- Rank among independent wealth managers
- #228 of 5,657
- Rank among all SEC RIAs
- #2,124 of 17,210
- Rank in Ohio
- #14 of 226
- Individual clients
- 2,744
- High-net-worth clients
- 1,341
- Accounts
- 9,562
- Discretionary
- 98% of AUM
- Employees
- 90
- Advisory staff
- 45
- Offices
- 2
Owners and executives on its Form ADV
- Robert M. HamiltonChairman/ceo/assistant Secretary
- William A. LeubySenior V.p./gen Counsel/chief Compliance Officer
- Jeffrey R. LoehnisPresident
- Antonio M. CaxideChairman of the Senior Investment Council
- Peter S. GeldisManaging Director, Principal
- Matthew J. KirbyManaging Director, Principal
- Michael P. FaietaManaging Director, Principal
- Jeffrey G. WilkinsCo-Chief Investment Officer, Principal
- Elias J. CaleshuCo-Chief Investment Officer, Principal
Custody and brokerage
Broker-dealer
No broker-dealer ties
Hamilton Capital reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 1,341 | $3.6B | 73% |
| Investment companies | 1 | $379M | 8% |
| Individuals | 1,403 | $339M | 7% |
| Pooled investment vehicles | 6 | $268M | 5% |
| Corporations or other businesses | 38 | $182M | 4% |
| Pension and profit sharing plans | 127 | $95M | 2% |
| Charitable organizations | 47 | $85M | 2% |
Private funds
Hamilton Capital reports 2 private funds with $18M in gross assets: real estate funds (Form ADV Item 7.B).
Disciplinary disclosures
Hamilton Capital reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗hamiltoncapital.com ↗
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- Assets, accounts, clients and staff, ten years of filings
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- Rank against 816 peers of its type and size
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- 9 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Ohio
All of Ohio →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Venture Visionary Partners LLCSylvania | $5.2B | 2,660 |
| Wellspring Family OfficeCleveland | $5.1B | 139 |
| Daymark Wealth Partners, LLCCincinnati | $5.0B | 2,060 |
| Prosperity Capital AdvisorsWestlake | $4.4B | 7,469 |
| Ancora Private Wealth Advisors, LLCCleveland | $3.9B | 4,414 |
| CM Wealth Advisors LLCBeachwood | $3.6B | 204 |
Background
Questions
How much does Hamilton Capital manage?
Hamilton Capital reports $4.9B in regulatory assets under management across 9,562 accounts, 98% of it on a discretionary basis, on its Form ADV filed April 21, 2026.
How many clients does Hamilton Capital have?
It reports 2,744 individual clients: 1,341 high-net-worth individuals and 1,403 other individuals. Individuals account for about 80% of its regulatory assets.
Where is Hamilton Capital headquartered?
Its main office is in Columbus, Ohio. It reports 2 offices in total and 90 employees, 45 of whom perform investment advisory functions.
How does Hamilton Capital charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Hamilton Capital use?
It reports Charles Schwab as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed April 21, 2026, it reports these amounts held: Charles Schwab ($4.5B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Hamilton Capital a hybrid RIA with a broker-dealer?
Hamilton Capital reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Hamilton Capital a fiduciary?
As an SEC-registered investment adviser, Hamilton Capital owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Hamilton Capital’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-04-21), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →