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Firm profile

Hamilton Capital

COLUMBUS, OHCRD 109116Latest ADV April 21, 2026

Hamilton Capital is an SEC registered investment adviser organized as a limited liability company with a primary office location in Columbus, OH. Its latest Form ADV filing, dated April 21, 2026, reports $4.9B in regulatory assets under management, 90 employees, 1 office, and 9,562 accounts.

Assets Under Management
$4.9B
Employees
90
Offices
1 office
Total Clients
2,963
Primary office
COLUMBUS, OH
5025 ARLINGTON CENTRE BLVD, SUITE 300, COLUMBUS, OH, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

4 roles identified
CEORobert M. Hamilton
CCOWilliam A. Leuby
CIOElias J. Caleshu

Advisory services offered

7 types reported
Financial Planning Services
Pension consulting services
Portfolio management for businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 47.4% of total clients.
Top client categories% of clientsClients
1
Individuals
47.4%
1,403
2
HNWI
45.3%
1,341
3
Pension Plans
4.3%
127
4
Charitable
1.6%
47
5
Corporations
1.3%
38
Additional categories (<0.1%)
Investment Cos.<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$4.9Bas of April 21, 2026
Discretionary98.3%
$4.9B
98% of total RAUM98.3%
Non-discretionary1.7%
$84M
2% of total RAUM1.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$4.9B
Total Accounts9,562
10Y AUM Change+$3.1B (+162.2%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees90
Clients per Employee33:1
10Y Employee Change+36 (+66.7%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.