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HAMILTON CAPITAL
Legal name: HAMILTON CAPITAL, LLC
CRD 109116File 801-54611
APPROVED
Retail clients
Custody
Filing as of Apr 21, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$4.94B
Top 25% of cohort (national)
Discretionary AUM
$4.85B
Non-discretionary $83.5M
Clients
2,963
9,562 accounts
Employees
90
Top 25% of cohort in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jun 17, 1997
- Principal office
- 5025 ARLINGTON CENTRE BLVD, SUITE 300, COLUMBUS, OH, 43220
- Phone
- 614-273-1000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.94B
- Discretionary AUM
- $4.85B
- Non-discretionary AUM
- $83.5M
- Discretionary accounts
- 9,462
- Non-discretionary accounts
- 100
- Total accounts
- 9,562
- AUM per client
- $1.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 38 | $182.1M |
| Investment companies | 1 | $378.6M |
| Charitable organizations | 47 | $85.4M |
| High net worth individuals | 1,341 | $3.59B |
| Pooled investment vehicles | 6 | $267.6M |
| Pension and profit sharing plans | 127 | $95.3M |
| Individuals (other than high net worth individuals) | 1,403 | $338.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.