Hamilton Capital
Hamilton Capital (CRD# 109116) is a financial advisory firm headquartered in Columbus, OH. They manage $4,219,857,272 in 8,483 accounts and serve the financial needs of clients across 33 states (or territories).
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Total Assets Under Management4,220MILLION
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Total Number of Accounts8,483ACCOUNTS
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Average Account Value$497,449
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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
William Leuby (CRD# 1180900) is an Investment Advisor Representative working at Hamilton Capital in Columbus, OH and has over 40 years of experience in the finance industry.
Jeffrey Loehnis (CRD# 1405840) is an Investment Advisor Representative working at Hamilton Capital in Columbus, OH and has over 38 years of experience in the finance industry.
Brett Mack (CRD# 5971940) is an Investment Advisor Representative working at Hamilton Capital in Columbus, OH and has 1 year of experience in the finance industry.
William Meerman (CRD# 2581160) is an Investment Advisor Representative working at Hamilton Capital in Columbus, OH and has over 21 years of experience in the finance industry.
Adria Rosebrock (CRD# 5360100) is an Investment Advisor Representative working at Hamilton Capital in Columbus, OH and has over 16 years of experience in the finance industry.
Anna Schiffbauer (CRD# 7004027) is an Investment Advisor Representative working at Hamilton Capital in Columbus, OH and has over 5 years of experience in the finance industry.
Philip Shaffer (CRD# 716363) is an Investment Advisor Representative working at Hamilton Capital in Marco Island, FL and has over 43 years of experience in the finance industry.
Gregory Smith (CRD# 1740015) is an Investment Advisor Representative working at Hamilton Capital in Columbus, OH and has 1 year of experience in the finance industry.
Carrie Thompson (CRD# 2221565) is an Investment Advisor Representative working at Hamilton Capital in Columbus, OH and has over 32 years of experience in the finance industry.
Alessia Walls (CRD# 4673005) is an Investment Advisor Representative working at Hamilton Capital in Columbus, OH and has 1 year of experience in the finance industry.