Hamilton Capital Management Inc.

Hamilton Capital Management Inc. (CRD# 109116) is a financial advisory firm headquartered in Columbus, OH. They manage $1,545,185,458 in 4,605 accounts and serve the financial needs of clients across 21 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,545
    MILLION
  • Total Number of Accounts
    4,605
    ACCOUNTS
  • Average Account Value
    $335,545
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 businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CT, FL, GA, IL, IN, KY, MA, MD, MI, NC, NE, NJ, NY, OH, PA, TN, TX, VA, WA

Financial Advisors at Hamilton Capital Management Inc.
Showing 1 - 10 of 36 top financial advisors.
1
Robert M. Hamilton
CRD#: 1098944
5025 Arlington Centre Boulevard, Suite 300, Columbus, OH 43220
96
Wealthminder
score

Robert Hamilton (CRD# 1098944) is an Investment Advisor Representative working at Hamilton Capital Management Inc. in Columbus, OH and has over 30 years of experience in the finance industry. Robert Hamilton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Kathleen M. Hedges
CRD#: 4892029
5025 Arlington Centre Blvd, Columbus, OH 43220
96
Wealthminder
score

Kathleen Hedges (CRD# 4892029) is an Investment Advisor Representative working at Hamilton Capital Management Inc. in Columbus, OH and has over 11 years of experience in the finance industry. Kathleen Hedges has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Matthew J. Kirby
CRD#: 5139473
5025 Arlington Centre Blvd., Suite 300, Columbus, OH 43220
96
Wealthminder
score

Matthew Kirby (CRD# 5139473) is an Investment Advisor Representative working at Hamilton Capital Management Inc. in Columbus, OH and has over 8 years of experience in the finance industry. Matthew Kirby has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Andrew J. Lehman
CRD#: 5706352
5025 Arlington Centre Blvd., Suite 300, Columbus, OH 43220
96
Wealthminder
score

Andrew Lehman (CRD# 5706352) is an Investment Advisor Representative working at Hamilton Capital Management Inc. in Columbus, OH and has over 7 years of experience in the finance industry. Andrew Lehman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
William A. Leuby
CRD#: 1180900
5025 Arlington Centre Boulevard, Suite 300, Columbus, OH 43220
96
Wealthminder
score

William Leuby (CRD# 1180900) is an Investment Advisor Representative working at Hamilton Capital Management Inc. in Columbus, OH and has over 32 years of experience in the finance industry. William Leuby has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Jeffrey R. Loehnis
CRD#: 1405840
5025 Arlington Centre Boulevard, Suite 300, Columbus, OH 43220
96
Wealthminder
score

Jeffrey Loehnis (CRD# 1405840) is an Investment Advisor Representative working at Hamilton Capital Management Inc. in Columbus, OH and has over 31 years of experience in the finance industry. Jeffrey Loehnis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Timothy M. Montague
CRD#: 2284712
5025 Arlington Centre Boulevard, Suite 300, Columbus, OH 43220
96
Wealthminder
score

Timothy Montague (CRD# 2284712) is an Investment Advisor Representative working at Hamilton Capital Management Inc. in Columbus, OH and has over 19 years of experience in the finance industry. Timothy Montague has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Richard A. Ray
CRD#: 4488030
5025 Arlington Centre Blvd., Suite 300, Columbus, OH 43220
96
Wealthminder
score

Richard Ray (CRD# 4488030) is an Investment Advisor Representative working at Hamilton Capital Management Inc. in Columbus, OH and has over 14 years of experience in the finance industry. Richard Ray has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Adria M. Rosebrock
CRD#: 5360100
5025 Arlington Centre Blvd., Suite 300, Columbus, OH 43220
96
Wealthminder
score

Adria Rosebrock (CRD# 5360100) is an Investment Advisor Representative working at Hamilton Capital Management Inc. in Columbus, OH and has over 9 years of experience in the finance industry. Adria Rosebrock has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Brian W. Becker
CRD#: 5018704
5025 Arlington Centre Blvd., Suite 300, Columbus, OH 43220
93
Wealthminder
score

Brian Becker (CRD# 5018704) is an Investment Advisor Representative working at Hamilton Capital Management Inc. in Columbus, OH and has over 11 years of experience in the finance industry.

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