Hamilton Capital Management Inc (Columbus)

Name: Hamilton Capital Management Inc
Address: 5025 Arlington Centre Blvd, Columbus, OH, 43220
Telephone: 614-273-1000

Hamilton Capital Management Inc is a large advisory firm based in Columbus. It manages $2.29 billion of regulatory assets for 5,964 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Connecticut, and 21 other states.

Hamilton Capital Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for approximately 1,500 clients. On top of advisory services, the firm doesn't engage in other business activities.

Hamilton Capital Management: assets under management

The assets under management (AUM) of Hamilton Capital Management Inc is $2.29 billion. The firm's AUM has grown by 868% since the beginning of its operation, and $128.06 thousand of the total AUM is attributable to clients outside of the United States.

The firm manages $2.25 billion in discretionary accounts and $48.18 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $382.02 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $580.48 thousand.

Hamilton Capital Management has custody of $786.79 million in cash and securities for 974 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in investment and business development companies the most. They account for 74% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 23% of the firm’s portfolio. Investments in non-exchange traded securities form 1% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hamilton Capital Management Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Robert Matthew Hamilton serves?

The firm provides services to individuals, insurance companies, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Robert Matthew Hamilton is high net worth individuals with 784 clients and $1.73 billion of assets under management. Among the 7 most similar advisory firms, Hamilton Capital Management has the 2nd highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $2.29 billion for 2,108 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.

Hamilton Capital Management doesn't advise any private funds.

Careers at Hamilton Capital Management Inc

The company employs 66 people that are either part- or full-time employees. 68 percent of the employees work as investment advisers or researchers. 45 employees are registered as investment adviser representatives with the state securities authorities.

There are 5 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Robert Matthew Hamilton has been acting as President since 1 Mar 1997. Antonio Manuel Caxide has served as the Chief Investment Officer since 1 May 2009. Peter Soterios Geldis joined the executive team most recently as the Managing Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert Matthew Hamilton	Chairman/ceo/assistant secretary	1 Mar 1997	75% - 100%	1098944
William August Leuby	Senior v.p./gen counsel/chief compliance officer	1 Mar 1997	Other	1180900
Kenny Alan Dodson	Senior v.p./assistant secretary	1 Jul 1998	Other	1178399
Timothy Michael Montague	Exec. v.p./coo/sec'y/treas	1 Sep 1998	Other	2284712
Jeffrey Robert Loehnis	President	1 Apr 2001	Other	1405840
Antonio Manuel Caxide	Chief investment officer	1 May 2009	Other	4638885
Antonio M. Caxide	Chief investment officer	1 May 2009	Other	4638885
Richard Ralph Kahle	Vice president, chief operating officer	1 Oct 2018	Other	7150334
Peter Soterios Geldis	Managing director	1 Jul 2019	Other	5170113
Matthew Joseph Kirby	Managing director	1 Jul 2019	Other	5139473
Michael Patrick Faieta	Managing director	1 Jul 2019	Other	3132793
Hamilton Capital	Corporate member	1 Jul 2019	Other	109116

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Robert Sherman Hamilton	Preferred shareholder	1 Sep 2000	75% - 100%	4373110

Based in Columbus

The principal office where Hamilton Capital Management Inc performs its advisory services is located at 5025 Arlington Centre Blvd, Columbus, OH 43220, which is also the mailing address of the firm. An additional office of the firm is in Palm Beach, FL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 614-273-1000 or by fax 614-273-1001. The normal business hours are 8:00 a.m.-5:00 p.m. on Monday - Friday. You can find more information about the New York firm at hamiltoncapital.com.