Elias Caleshu, financial advisor Columbus OH

Elias Caleshu

CRD Number: 6608953
Current Firm: Hamilton Capital

Elias Caleshu (CRD# 6608953) is an Investment Advisor Representative working at Hamilton Capital in Columbus, OH and has over 7 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Hamilton Capital, LLC Columbus, OH Jul 2020 - Current 3
Hamilton Capital, LLC Columbus, OH Aug 2019 - Jun 2020 < 1
Wealthstone Inc. Columbus, OH Aug 2018 - Jul 2019 < 1
Halite Partners, LLC Columbus, OH Jul 2017 - Aug 2018 1
Morgan Stanley Columbus, OH May 2016 - Jun 2017 1
Wisdomtree Asset Management, Inc. New York, NY Feb 2016 - Apr 2016 < 1
Foreside Fund Services, LLC New York, NY Jan 2016 - Apr 2016 < 1
Roosevelt Investments New York, NY Apr 2013 - Jan 2016 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2016
S66 NASAA Uniform Combined State Law Examination Jun 2016
Contact Info for Elias J. Caleshu
Phone Number: 614-273-1000
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    3,758
    MILLIONS
  • Total Number of Accounts
    7,905
    ACCOUNTS
  • Average Account Value
    $475,380
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CT, DE, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MN, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, PR, SC, TN, TX, UT, VA, WA, WI

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