{
  "crd_number": 109116,
  "slug": "hamilton-capital-columbus-oh-109116",
  "primary_business_name": "HAMILTON CAPITAL",
  "legal_name": "HAMILTON CAPITAL, LLC",
  "dbas": [],
  "city": "Columbus",
  "state": "OH",
  "country": "United States",
  "cbsa_code": "18140",
  "metro": {
    "cbsa_code": "18140",
    "common_name": "Columbus",
    "msa_name": "Columbus, OH",
    "path": "/advisors/oh/columbus"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1997-06-17",
  "years_registered": 29,
  "period": "2026-10-01",
  "filing_date": "2026-04-21",
  "carried_forward": false,
  "raum_total": 4937436205.0,
  "raum_discretionary": 4853898089.0,
  "raum_non_discretionary": 83538116.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 90,
  "advisory_employees": 45,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 85404857.0,
      "count": 47
    },
    "individuals": {
      "raum": 338585692.0,
      "count": 1403
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 378579177.0,
      "count": 1
    },
    "pension_profit_sharing": {
      "raum": 95277018.0,
      "count": 127
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 3589863705.0,
      "count": 1341
    },
    "pooled_investment_vehicles": {
      "raum": 267619153.0,
      "count": 6
    },
    "corporations_other_businesses": {
      "raum": 182106603.0,
      "count": 38
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "AZ",
    "CA",
    "CT",
    "DE",
    "FL",
    "GA",
    "IL",
    "IN",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MT",
    "NC",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OR",
    "PA",
    "PR",
    "SC",
    "TN",
    "TX",
    "UT",
    "VA",
    "WA",
    "WI",
    "WY"
  ],
  "websites": [
    "https://dynamicalternativesfund.com",
    "https://facebook.com/HAMILTONCAPITALLLC",
    "https://hamiltoncapital.com",
    "https://linkedin.com/COMPANY/HAMILTON-CAPITAL-MANAGEMENT/MYCOMPANY"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/109116",
  "city_as_filed": "COLUMBUS",
  "url": "https://advisorcensus.com/firm/hamilton-capital-columbus-oh-109116",
  "display_name": "Hamilton Capital",
  "summary": "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.",
  "citation": "AdvisorCensus. Hamilton Capital (CRD 109116): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "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)"
  ],
  "quick_answers": [
    {
      "q": "How is Hamilton Capital compensated?",
      "a": "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."
    },
    {
      "q": "Where is Hamilton Capital located?",
      "a": "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)."
    },
    {
      "q": "Is Hamilton Capital registered with the SEC or a state?",
      "a": "Hamilton Capital is an SEC-registered investment advisory firm, registered since 1997. Status as filed: Approved. CRD 109116."
    },
    {
      "q": "How much does Hamilton Capital manage?",
      "a": "Hamilton Capital reports $4,937,436,205 in regulatory assets under management in its Form ADV filing dated April 21, 2026 (98% discretionary)."
    },
    {
      "q": "How have Hamilton Capital's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Hamilton Capital serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does Hamilton Capital use?",
      "a": "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."
    },
    {
      "q": "Does Hamilton Capital report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "What changed in Hamilton Capital's recent Form ADV filings?",
      "a": "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%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 2911016365.0,
      "total_employees": 60,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 3634513893.0,
      "total_employees": 62,
      "filing_date": "2022-06-15"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 3757878034.0,
      "total_employees": 69,
      "filing_date": "2023-09-06"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 4219857272.0,
      "total_employees": 79,
      "filing_date": "2024-07-01"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 4381851944.0,
      "total_employees": 93,
      "filing_date": "2025-04-29"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 4937436205.0,
      "total_employees": 90,
      "filing_date": "2026-04-21"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "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%)."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Registered or notice-filed in MT."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in AL, WY."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/hamilton-capital-columbus-oh-109116.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 1403,
      "fewer_than_5": false,
      "raum": 338585692.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 1341,
      "fewer_than_5": false,
      "raum": 3589863705.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 378579177.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 6,
      "fewer_than_5": false,
      "raum": 267619153.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 127,
      "fewer_than_5": false,
      "raum": 95277018.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 47,
      "fewer_than_5": false,
      "raum": 85404857.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 38,
      "fewer_than_5": false,
      "raum": 182106603.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/109116",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}