Hamilton Capital Management Inc.

Hamilton Capital Management Inc. (CRD# 109116) is a financial advisory firm headquartered in Columbus, OH. They manage $1,882,737,538 in 5,104 accounts and serve the financial needs of clients across 22 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,883
    MILLION
  • Total Number of Accounts
    5,104
    ACCOUNTS
  • Average Account Value
    $368,875
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, SC, TN, TX, VA, WA

Financial Advisors at Hamilton Capital Management Inc.
Showing 1 - 10 of 38 top financial advisors.
1
Brian W. Becker
CRD#: 5018704
5025 Arlington Centre Blvd., Suite 300, Columbus, OH 43220
96
Wealthminder
score

Brian Becker (CRD# 5018704) is an Investment Advisor Representative working at Hamilton Capital Management Inc. in Columbus, OH and has over 12 years of experience in the finance industry. Brian Becker 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
Michael R. Caligiuri De Jesus
CRD#: 6209315
5025 Arlington Centre Blvd., Suite 300, Columbus, OH 43220
96
Wealthminder
score

Michael Caligiuri De Jesus (CRD# 6209315) is an Investment Advisor Representative working at Hamilton Capital Management Inc. in Columbus, OH and has over 5 years of experience in the finance industry. Michael Caligiuri De Jesus 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
Sean A. Edwards
CRD#: 5960579
5025 Arlington Centre Blvd., Suite 300, Columbus, OH 43220
96
Wealthminder
score

Sean Edwards (CRD# 5960579) is an Investment Advisor Representative working at Hamilton Capital Management Inc. in Columbus, OH and has over 6 years of experience in the finance industry. Sean Edwards 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
Patrick J. Finneran
CRD#: 5923618
5025 Arlington Centre Blvd., Suite 300, Columbus, OH 43220
96
Wealthminder
score

Patrick Finneran (CRD# 5923618) is an Investment Advisor Representative working at Hamilton Capital Management Inc. in Columbus, OH and has over 6 years of experience in the finance industry. Patrick Finneran 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
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 31 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.

6
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 13 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.

7
Travis S. Henderson
CRD#: 5974977
5025 Arlington Centre Blvd, Columbus, OH 43220
96
Wealthminder
score

Travis Henderson (CRD# 5974977) is an Investment Advisor Representative working at Hamilton Capital Management Inc. in Columbus, OH and has over 6 years of experience in the finance industry. Travis Henderson 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
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 10 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.

9
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 34 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.

10
Shengde Liu
CRD#: 2668155
5025 Arlington Centre Blvd., Suite 300, Columbus, OH 43220
96
Wealthminder
score

Shengde Liu (CRD# 2668155) is an Investment Advisor Representative working at Hamilton Capital Management Inc. in Columbus, OH and has over 22 years of experience in the finance industry.

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