AdvisorCensus / Financial advisors / Ohio / Columbus / Hamilton Capital
Hamilton Capital is an SEC-registered investment advisory firm in Columbus, OH, registered since 1997, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated April 21, 2026.
Quick answers
From the filingHow is Hamilton Capital compensated?
On its Form ADV (Item 5.E, October 2026), Hamilton Capital reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.
Where is Hamilton Capital located?
Hamilton Capital's principal office is in Columbus, OH, according to its Form ADV; the May 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Hamilton Capital registered with the SEC or a state?
Hamilton Capital is an SEC-registered investment advisory firm, registered since 1997. Status as filed: Approved. CRD 109116.
How much does Hamilton Capital manage?
Hamilton Capital reports $4,937,436,205 in regulatory assets under management in its Form ADV filing dated April 21, 2026 (98% discretionary).
How have Hamilton Capital's assets and staff changed since 2021?
In the Form ADV data for Hamilton Capital: Regulatory assets under management: $2,911,016,365 in the October 2021 data and $4,937,436,205 in the October 2026 data, up 70%. Total employees: 60 in October 2021 and 90 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Hamilton Capital serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,403); high net worth individuals (1,341); pension and profit sharing plans (but not the plan participants or government pension plans) (127).
Which custodians does Hamilton Capital use?
Hamilton Capital's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Hamilton Capital report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/109116
What changed in Hamilton Capital's recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 50 to 45. Regulatory assets under management went from $4,381,851,944 to $4,937,436,205 (+13%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2ASee the firm's brochure (dated March 31, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$4,937,436,205 as of October 2026, filing dated April 21, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (and business development companies)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Legal name
- Hamilton Capital, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 1997 (29 years)
- Employees
- Total: 90. Performing investment advisory functions: 45.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the May 2026 filing
- States registered or notice-filed
-
36 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $4,937,436,205 | 90 | April 21, 2026 |
| October 2025 | $4,381,851,944 | 93 | April 29, 2025 |
| October 2024 | $4,219,857,272 | 79 | July 1, 2024 |
| October 2023 | $3,757,878,034 | 69 | September 6, 2023 |
| October 2022 | $3,634,513,893 | 62 | June 15, 2022 |
| October 2021 | $2,911,016,365 | 60 | March 31, 2021 |
Regulatory assets under management: $2,911,016,365 in the October 2021 data and $4,937,436,205 in the October 2026 data, up 70%.
Total employees: 60 in October 2021 and 90 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Employees performing advisory functions went from 50 to 45.
- Regulatory assets under management went from $4,381,851,944 to $4,937,436,205 (+13%).
- February 2026
- Registered or notice-filed in MT.
- December 2025
- Registered or notice-filed in AL, WY.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Hamilton Capital (CRD 109116): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/hamilton-capital-columbus-oh-109116