Hamilton Capital, Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 109116
· SEC file 801-54611
· Columbus, OH
· WWW.LINKEDIN.COM
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ADV data as of Apr 21, 2026
- Regulatory AUM
- $4.9B
- Discretionary
- $4.9B
- Clients
- 2,963
- Avg AUM / client
- $1.7M
- Accounts
- 9,562
- Employees
- 90
AUM over time
$771M
$4.9B
Dec 2011
Dec 2025
Annual snapshots from Form ADV filings · as of Apr 21, 2026
Investments (13F portfolio — 152 positions, $1,930,250,697)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Wisdomtree Tr | US QTLY DIV GRT | $634,264,893 | 7,220,684 | 32.9% | 12.8% |
| 2 | Select Sector Spdr Tr | STATE STREET ENE | $263,831,695 | 4,306,753 | 13.7% | 5.34% |
| 3 | J P Morgan Exchange Traded F | MORTGAGE BACKED | $193,714,689 | 3,798,327 | 10.0% | 3.92% |
| 4 | Ishares Tr | EAFE VALUE ETF | $178,173,426 | 2,396,415 | 9.23% | 3.61% |
| 5 | Ishares Tr | JPMORGAN USD EMG | $145,939,766 | 1,553,708 | 7.56% | 2.96% |
| 6 | Ishares Tr | CORE S&P MCP ETF | $125,229,736 | 1,854,431 | 6.49% | 2.54% |
| 7 | Janus Detroit Str Tr | HENDERSON MTG | $92,228,360 | 2,041,354 | 4.78% | 1.87% |
| 8 | J P Morgan Exchange Traded F | EQUITY PREMIUM | $80,475,250 | 1,419,817 | 4.17% | 1.63% |
| 9 | Spdr Series Trust | STATE STREET SPD | $27,500,697 | 486,050 | 1.42% | 0.56% |
| 10 | Vanguard Scottsdale Fds | MTG-BKD SECS ETF | $22,374,267 | 476,555 | 1.16% | 0.45% |
| 11 | Ishares Inc | CORE MSCI EMKT | $12,543,681 | 179,838 | 0.65% | 0.25% |
| 12 | Apple Inc | COM | $11,825,913 | 46,597 | 0.61% | 0.24% |
| 13 | Wisdomtree Tr | JAPN HEDGE EQT | $11,679,856 | 73,653 | 0.61% | 0.24% |
| 14 | Ishares Tr | RUS 1000 ETF | $10,306,367 | 28,905 | 0.53% | 0.21% |
| 15 | Exxon Mobil Corp | COM | $8,632,082 | 50,879 | 0.45% | 0.17% |
| 16 | Global X Fds | CYBRSCURTY ETF | $7,738,299 | 308,176 | 0.4% | 0.16% |
| 17 | Chevron Corporation | COM | $4,465,684 | 21,584 | 0.23% | 0.09% |
| 18 | Microsoft Corp | COM | $4,451,405 | 12,025 | 0.23% | 0.09% |
| 19 | Spdr Series Trust | STATE STREET SPD | $4,399,412 | 46,515 | 0.23% | 0.09% |
| 20 | Nvidia Corporation | COM | $3,925,822 | 22,510 | 0.2% | 0.08% |
| 21 | Taiwan Semiconductor Manufac | SPONSORED ADS | $3,649,184 | 10,798 | 0.19% | 0.07% |
| 22 | Schwab Strategic Tr | EMRG MKTEQ ETF | $3,206,712 | 97,321 | 0.17% | 0.06% |
| 23 | Berkshire Hathaway Inc Del | CL B NEW | $2,645,184 | 5,520 | 0.14% | 0.05% |
| 24 | Amazon Com Inc | COM | $2,426,762 | 11,652 | 0.13% | 0.05% |
| 25 | Ishares Tr | CORE S&P TTL STK | $2,426,295 | 17,035 | 0.13% | 0.05% |
Top 25 of 152 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,403 | $339M | 6.86% |
| High net worth individuals | 1,341 | $3.6B | 72.7% |
| Investment companies | 1 | $379M | 7.67% |
| Pooled investment vehicles (non-investment companies) | 6 | $268M | 5.42% |
| Pension and profit sharing plans | 127 | $95.3M | 1.93% |
| Charitable organizations | 47 | $85.4M | 1.73% |
| Corporations and other businesses | 38 | $182M | 3.69% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Ice Miller Retirement Plan Ice Miller Llp | 2024 | |
| Netjets Aviation, Inc. 401(k) Retirement Plan Netjets Aviation, Inc. | 2024 | |
| Netjets Inc. 401(k) Plan Netjets Inc. | 2024 | |
| Tom James Company 401(k) And Profit Sharing Plan Tom James Company | 2024 | |
| Assetgenie, Inc. 401(k) Plan Assetgenie, Inc. | 2024 | |
| Mksk, Inc. 401(k) Savings And Profit Sharing Plan Mksk, Inc. | 2024 | |
| Southwest Airlines Pilots Retirement Savings Plan Southwest Airlines Company | 2024 | |
| Hntb Retirement And Savings Plan Hntb Holdings Ltd. | 2024 | |
| The Sci 401(k) Retirement Savings Plan Service Corporation Intl | 2024 | |
| Vorys, Sater, Seymour And Pease Llp Retirement Plan Vorys, Sater, Seymour And Pease Llp | 2024 |
People (60)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Robert Matthew Hamilton | Chairman/Ceo/Assistant Secretary | CFP | Mar 1997 (29y) | ≈ 3.75% – 10% via Hamilton Capital |
| William August Leuby | Senior V.P./Gen Counsel/Chief Compliance Officer | CFP | Mar 1997 (29y) | Less than 5% |
| Jeffrey Robert Loehnis | President | CFP | Apr 2001 (25y) | 10% – 25% |
| Michael Patrick Faieta | Managing Director | CFP | Sep 2001 (25y) | 5% – 10% |
| Peter Soterios Geldis | Managing Director | CFP | Jul 2006 (20y) | 5% – 10% |
| Matthew Joseph Kirby | Managing Director | CFP | Jun 2007 (19y) | 5% – 10% |
| Caxide, Antonio, Manuel | Chairman Of The Senior Investment Council | May 2009 (17y) | Less than 5% | |
| Jeffrey Gard Wilkins | Deputy Chief Investment Officer | Jan 2012 (15y) | 5% – 10% | |
| Elias James Caleshu | Deputy Chief Investment Officer | CFA | Aug 2019 (7y) | Less than 5% |
| John Timothy Young | Registered representative | Oct 2003 (23y) | ||
| Casey Marie Kimbler | Registered representative | May 2005 (21y) | ||
| Kathleen Mary Hedges | Registered representative | CFP | Apr 2011 (15y) | |
| Travis Scott Henderson | Registered representative | CFP | Nov 2011 (15y) | |
| Emmett Roberts Bahnson | Registered representative | CFP | Apr 2014 (12y) | |
| Adria Marie Rosebrock | Registered representative | CFP | Jul 2014 (12y) | |
| Jacqueline Maureen Jordan | Registered representative | CFP | Jun 2015 (11y) | |
| John Ryan Chambers | Registered representative | CFP | Jul 2015 (11y) | |
| Jessa Michael Fannin | Registered representative | CFP | Jan 2016 (11y) | |
| Gregory Alan Smith | Registered representative | Apr 2016 (10y) | ||
| Carrie Ann Thompson | Registered representative | CFP | Jun 2016 (10y) | |
| Erin Lynea Wittmann | Registered representative | CFP | Nov 2016 (10y) | |
| Keith David Copeland | Registered representative | CFP Chartered Financial Consultant | Jan 2017 (10y) | |
| Charles William Coons | Registered representative | CFP | Jul 2018 (8y) | |
| Brett Michael Mack | Registered representative | CFP Chartered Financial Consultant | Aug 2018 (8y) | |
| Anna Kathryn Schiffbauer | Registered representative | CFP | Sep 2018 (8y) | |
| Robert Bennett Hamilton | Registered representative | CFP | Sep 2018 (8y) | |
| Brianne Lubertha Cronenwett | Registered representative | CFP | Sep 2018 (8y) | |
| Leslie Bruns Mahle | Registered representative | Jun 2019 (7y) | ||
| Matthew Justin Bartley | Registered representative | Sep 2019 (7y) | ||
| Anna Janel Carpenter | Registered representative | CFP | Apr 2020 (6y) | |
| Davidson Ex Hunter | Registered representative | Jul 2021 (5y) | ||
| Nicholas S Fisher | Registered representative | CFP | Jul 2021 (5y) | |
| Evan James Keeslar | Registered representative | CFP | Sep 2021 (5y) | |
| Mareion Andre Royster | Registered representative | CFP | May 2022 (4y) | |
| Patrick Michael Moriarty | Registered representative | CFP | Jul 2022 (4y) | |
| Joseph Richard Miller | Registered representative | CFP | Aug 2022 (4y) | |
| Eric William Thiemann | Registered representative | Aug 2022 (4y) | ||
| Daniel Means Harkin | Registered representative | CFP | Nov 2022 (4y) | |
| Reece Allan Bogan | Registered representative | CFP | Nov 2022 (4y) | |
| Benjamin Jospeh Borkosky | Registered representative | CFP | Mar 2023 (3y) | |
| Courtney Erin Saddler | Registered representative | Apr 2023 (3y) | ||
| Jordan Christopher Wintrich | Registered representative | CFP | Jun 2023 (3y) | |
| Matthew Scott Backiewicz | Registered representative | Jun 2023 (3y) | ||
| Maximilian Allen Minehart | Registered representative | Aug 2023 (3y) | ||
| Conolly Boughner | Registered representative | CFP | Nov 2023 (3y) | |
| John Mc Neal Durell | Registered representative | Jan 2024 (3y) | ||
| Michelle Morgan Sprayberry | Registered representative | Jan 2024 (3y) | ||
| Michael Bussdieker | Registered representative | Jan 2024 (3y) | ||
| Logan Timothy Miller | Registered representative | CFP | Feb 2024 (2y) | |
| Patrick Shi Fan Huang | Registered representative | Mar 2024 (2y) | ||
| Alexander Konrad Gellerstedt | Registered representative | CFP | Apr 2024 (2y) | |
| Eric Christian Brehm | Registered representative | May 2024 (2y) | ||
| Francis Man Kee Chu | Registered representative | CFA | Jun 2024 (2y) | |
| Shivani Kolluru | Registered representative | CFP | Jul 2024 (2y) | |
| Max William Martz | Registered representative | Aug 2024 (2y) | ||
| Michael James De Carlo | Registered representative | Sep 2024 (2y) | ||
| Jacob Anthony Johns | Registered representative | CFP | Oct 2024 (2y) | |
| Griffin Michael Davies | Registered representative | CFP | Sep 2025 (1y) | |
| Aaron Brandon Adkins | Registered representative | CFP Chartered Financial Consultant | Mar 2026 (0y) | |
| Brendan Thomas Pittman | Registered representative | Mar 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Hamilton Capital | Corporate Member | Jul 2019 | A | 5% – 10% |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Robert Matthew Hamilton: 75% – 100% of Hamilton Capital × 5% – 10% direct ≈ 3.75% – 10% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (10)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Ice Miller Retirement Plan | Ice Miller Llp | 630 | $371M | 01/01/2024 |
| Netjets Aviation, Inc. 401(k) Retirement Plan | Netjets Aviation, Inc. | 4,042 | $2.5B | 01/01/2024 |
| Netjets Inc. 401(k) Plan | Netjets Inc. | 3,191 | $836M | 01/01/2024 |
| Tom James Company 401(k) And Profit Sharing Plan | Tom James Company | 1,251 | $126M | 01/01/2024 |
| Assetgenie, Inc. 401(k) Plan | Assetgenie, Inc. | 256 | $11.0M | 01/01/2024 |
| Mksk, Inc. 401(k) Savings And Profit Sharing Plan | Mksk, Inc. | 121 | $9.7M | 01/01/2024 |
| Southwest Airlines Pilots Retirement Savings Plan | Southwest Airlines Company | 11,679 | $11.6B | 01/01/2024 |
| Hntb Retirement And Savings Plan | Hntb Holdings Ltd. | 6,881 | $623M | 01/01/2024 |
| The Sci 401(k) Retirement Savings Plan | Service Corporation Intl | 21,793 | $1.8B | 01/01/2024 |
| Vorys, Sater, Seymour And Pease Llp Retirement Plan | Vorys, Sater, Seymour And Pease Llp | 708 | $436M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/21/2026 | 1.31 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $4.5B (91% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 21, 2026.
View current Form ADV (SEC/IAPD) ↗