Hamilton Capital provides financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions, pension consulting, and selecting other managers. Financial planning was provided to 2,000 clients last fiscal year. The firm advises 2 private funds.
Hamilton Capital reports 2,963 clients. They include 1,403 individual clients, 1,341 high-net-worth individuals, and 127 pension and profit-sharing plans. Of its assets, 98.3% ($4.85B across 9,462 accounts) are managed with discretion; $83.5M across 100 accounts are not. Of its clients, 1% are outside the U.S. It advised 8 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 47% | 7% |
| High-net-worth individuals | 45% | 73% |
| Investment companies | <1% | 8% |
| Pooled investment vehicles | <1% | 5% |
| Pension and profit-sharing plans | 4% | 2% |
| Other client typesCharitable organizations; Corporations and other businesses | 3% | 5% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 1,403 | $339M | 6.9% | $241K |
| High-net-worth individuals | 1,341 | $3.59B | 72.7% | $2.68M |
| Investment companies | 1 | $379M | 7.7% | $379M |
| Pooled investment vehicles | 6 | $268M | 5.4% | $44.6M |
| Pension and profit-sharing plans | 127 | $95.3M | 1.9% | $750K |
| Charitable organizations | 47 | $85.4M | 1.7% | $1.82M |
| Corporations and other businesses | 38 | $182M | 3.7% | $4.79M |
| Total | 2,963 | $4.94B | 100% | $1.67M |
- Clients
- 1,403
- Regulatory AUM
- $339M
- AUM share
- 6.9%
- Avg. per client
- $241K
- Clients
- 1,341
- Regulatory AUM
- $3.59B
- AUM share
- 72.7%
- Avg. per client
- $2.68M
- Clients
- 1
- Regulatory AUM
- $379M
- AUM share
- 7.7%
- Avg. per client
- $379M
- Clients
- 6
- Regulatory AUM
- $268M
- AUM share
- 5.4%
- Avg. per client
- $44.6M
- Clients
- 127
- Regulatory AUM
- $95.3M
- AUM share
- 1.9%
- Avg. per client
- $750K
- Clients
- 47
- Regulatory AUM
- $85.4M
- AUM share
- 1.7%
- Avg. per client
- $1.82M
- Clients
- 38
- Regulatory AUM
- $182M
- AUM share
- 3.7%
- Avg. per client
- $4.79M
Total
- Clients
- 2,963
- Regulatory AUM
- $4.94B
- AUM share
- 100%
- Avg. per client
- $1.67M
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 8
- Private funds advised
- 2
- Financial planning clients last fiscal year
- 2000
Hamilton Capital charges 0.55%–1.00% a year for its Wealth & Investment Management Fees. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable and has a $5,000 annual minimum. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$2M | 1.00% |
| $2M–$4M | 0.75% |
| $4M and above | 0.55% |
Fee details and sources
Other fees
- Planning and advisory services
- Hourly charges from $60 to $500 per hour depending on the professional, or a pre-established fixed fee; a retainer may be requested.
Robert Hamilton owns 50% to 75% of Hamilton Capital. The leadership team of Hamilton Capital includes President Jeffrey Loehnis, Chief Investment Officer Elias Caleshu and Chief Compliance Officer William Leuby. It has 90 employees, 45 of them in advisory roles.
Leadership
- Jeffrey LoehnisPresident
- William LeubySenior V.P./Gen Counsel/Chief Compliance Officer
- Elias CaleshuCo-Chief Investment Officer, Principal
- Antonio CaxideChairman of the Senior Investment Council
- Michael FaietaManaging Director, Principal
- Peter GeldisManaging Director, Principal
- Robert HamiltonChairman/CEO/Assistant Secretary
- Matthew KirbyManaging Director, Principal
- Jeffrey WilkinsCo-Chief Investment Officer, Principal
Investment adviser representatives
60 representatives listed in the SEC register as of 9 October 2026.
- Aaron Brandon Adkins
- Matthew Scott Backiewicz
- Emmett Roberts Bahnson
- Matthew Justin Bartley
- Reece Allan Bogan
- Benjamin Jospeh Borkosky
- Conolly Boughner
- Eric Christian Brehm
- Michael Bussdieker
- Elias James Caleshu
- Anna Janel Carpenter
- John Ryan Chambers
- Francis Man-Kee Chu
- Charles William Coons
- Keith David Copeland
- Brianne Lubertha Cronenwett
- Griffin Michael Davies
- Michael James DeCarlo
- John McNeal Durell
- Braedon M Elwer
- Michael Patrick Faieta
- Jessa Michael Fannin
- Nicholas S Fisher
- Peter Soterios Geldis
- Robert Matthew Hamilton
- Robert Bennett Hamilton
- Daniel Means Harkin
- Kathleen Mary Hedges
- Travis Scott Henderson
- Patrick Shi-Fan Huang
- Davidson Ex Hunter
- Jacob Anthony Johns
- Jacqueline Maureen Jordan
- Evan James Keeslar
- Casey Marie Kimbler
- Matthew Joseph Kirby
- Shivani Kolluru
- William August Leuby III
- Jeffrey Robert Loehnis
- Brett Michael Mack
- Leslie Bruns Mahle
- Max William Martz
- Joseph Richard Miller
- Logan Timothy Miller
- Maximilian Allen Minehart
- Cameron Mink
- Patrick Michael Moriarty
- Brendan Thomas Pittman
- Adria Marie Rosebrock
- Mareion Andre Royster
- Courtney Erin Saddler
- Anna Kathryn Schiffbauer
- Gregory Alan Smith
- Michelle Morgan Sprayberry
- Eric William Thiemann
- Carrie Ann Thompson
- Jeffrey Gard Wilkins
- Jordan Christopher Wintrich
- Erin Lynea Wittmann
- John Timothy Young
Staff
- 90 employees
- 45 in advisory functions
- 45 state-registered reps
- 5 soliciting firms
- Owns 50% to 75% of Hamilton Capital, LLC
Robert Hamilton
Control person · since March 1997
- Owns 10% to 25% of Hamilton Capital, LLC
Jeffrey Loehnis
Control person · since April 2001
- Owns 5% to 10% of Hamilton Capital, LLC
Peter Geldis
since July 2019
- Owns 5% to 10% of Hamilton Capital, LLC
Matthew Kirby
since July 2019
- Owns 5% to 10% of Hamilton Capital, LLC
Michael Faieta
since July 2019
- Owns 5% to 10% of Hamilton Capital, LLC
Hamilton Capital
since July 2019
- Owns 5% to 10% of Hamilton Capital, LLC
Jeffrey Wilkins
since January 2012
Hamilton Capital’s regulatory assets grew 1.7× from $2.91B (March 2021) to $4.94B (April 2026); clients rose from 2,344 to 2,963 and employees from 60 to 90.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $4.94B | 2,963 | 90 | 2 |
| April 2025 | $4.38B | 2,872 | 93 | 2 |
| July 2024 | $4.22B | 2,796 | 79 | 2 |
| August 2023 | $3.76B | 2,678 | 69 | 2 |
| June 2022 | $3.63B | 2,510 | 62 | 2 |
| March 2021 | $2.91B | 2,344 | 60 | 2 |
Besides its headquarters, Hamilton Capital has 1 office, with 2 listed addresses in Florida and Ohio.
Florida · 1 listed address
- 7108 Fairway Drive, Palm Beach Gardens
Ohio · 1 listed address
- 5025 Arlington Centre BLVD, Suite 300, ColumbusHQ
Contact and registration details
- Legal name
- Hamilton Capital, LLC
- Headquarters
- 5025 Arlington Centre BLVD, Suite 300, Columbus, OH 43220
- Website
- hamiltoncapital.com
- Phone
- 614-273-1000
- @hamilton-capital-management
- SEC file
- 801-54611
- Structure
- Ohio LLC
- Fiscal year end
- December
Hamilton Capital uses Charles Schwab ($4.48B) as custodian for its separately managed accounts. Hamilton Capital has custody of $1.68B in client assets for 1,466 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $4.48B100%
At year end, Hamilton Capital’s separately managed accounts were mostly in funds (73%) and bonds (20%). Its reported 13F holdings for the quarter ended 30 June 2026 total $2.02B across 159 positions; the largest are Wisdomtree TR (34.1%), Select Sector SPDR TR (11.6%) and J P Morgan Exchange Traded F (9.6%).
What the accounts hold
- Stocks3%
- Funds73%
- Registered funds67%
- Pooled vehicles6%
- Bonds20%
- U.S. government and agency bonds19%
- Investment grade corporate bonds1%
- Cash5%
Reported 13F holdings
- $2.02B
- Reported 13F value
- 159
- Positions
- 90.1%
- In the 10 largest
- +4.6%
- Value vs. prior quarter
- Wisdomtree TR · US Qtly Div Grt34.1%
- Select Sector SPDR TR · ST Str Energ ETF11.6%
- J P Morgan Exchange Traded F · Mortgage Backed9.6%
- iShares TR · Eafe Value ETF9.0%
- iShares TR · JPMORGAN Usd Emg7.6%
- iShares TR · Core S&P Mcp ETF7.0%
- Janus Detroit Str TR · Henderson Mtg4.5%
- J P Morgan Exchange Traded F · Equity Premium4.1%
- SPDR Series Trust · ST Str P500val1.5%
- Vanguard Scottsdale Fds · Mtg-bkd Secs ETF1.1%
Together, the ten largest are 90.1% of reported value.
How many clients does Hamilton Capital have?
Hamilton Capital has 2,963 clients and manages $4.94 billion for them, as of April 2026. They include 1,403 individual clients, 1,341 high-net-worth individuals, and 127 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 21 April 2026
What services does Hamilton Capital offer?
Hamilton Capital provides financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Hamilton Capital charge?
Hamilton Capital charges 0.55%–1.00% a year for its Wealth & Investment Management Fees. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable and has a $5,000 annual minimum.
Source: HAMILTON CAPITAL PART 2A BROCHURE - WEALTH MANAGEMENT, filed 31 March 2026
Which custodians does Hamilton Capital use?
Hamilton Capital’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $4.48B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 21 April 2026
How many financial advisors does Hamilton Capital have?
Hamilton Capital has 45 investment adviser representatives registered with state securities authorities, out of 90 employees, and 45 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Hamilton Capital invest in?
At the end of its last fiscal year, Hamilton Capital’s separately managed accounts held 67% registered funds (mutual funds, ETFs, BDCs), 19% U.S. government and agency bonds, 6% pooled vehicles (private funds and similar), 5% cash and equivalents, 3% exchange-traded equities and 1% investment grade corporate bonds. It advises 2 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Hamilton Capital?
Hamilton Capital’s direct owners are Robert Hamilton (50% to 75%), Jeffrey Loehnis (10% to 25%), Peter Geldis (5% to 10%), Matthew Kirby (5% to 10%), Michael Faieta (5% to 10%), Hamilton Capital (5% to 10%) and Jeffrey Wilkins (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 21 April 2026
How does Hamilton Capital get paid?
Hamilton Capital is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Hamilton Capital registered with the SEC?
Yes, Hamilton Capital has been registered with the SEC as an investment adviser since 17 June 1997. Its CRD number is 109116 and its SEC file number is 801-54611.
Source: Form ADV Part 1A, Item 1, filed 21 April 2026; IAPD firm record
How do I contact Hamilton Capital?
Hamilton Capital’s main office is at 5025 Arlington Centre BLVD, Suite 300, Columbus, OH 43220. Its phone number is 614-273-1000. Its website is hamiltoncapital.com.