RIA Intel›Advisers›Ohio›HAMILTON CAPITAL, LLC

HAMILTON CAPITAL, LLC

Advisory

N·COLUMBUS, OH

Data as of Jan 5, 2026 · Source: SEC Form ADV

Total AUM

$4.4B

1-Year AUM Growth

+12.3%

3-Year CAGR

+13.9%

Employees

50

Assets Under Management

Total AUM$4.4B

Discretionary AUM$4.3B

Non-Discretionary AUM$132M

Discretionary %97%

Total Clients2,872

Team

Total Employees50

Investment Advisers93

Employee Growth (1Y)+19.6%

Private Funds

Number of Private Funds2

🔒 Fund-level details including strategies, gross assets, and individual fund records

Filing History

Total Filings on Record71

First FilingMar 27, 2001

Latest FilingJan 5, 2026

🔒 Full AUM trend chart and 71 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on HAMILTON CAPITAL, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.