About Us

At Hamilton Capital, we believe in the importance of connection and the power of collaboration. This drives how we work with each other, and it drives how we work with our clients.

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Three adults laughing together in a cozy indoor area.

We believe our greatest strength isn’t found in any one person or idea – it’s found in the connections between us. By building a culture of trust, collaboration, and mutual respect, we’ve created a team that’s stronger together than any individual could be alone.

The Hamilton Capital story.

We started out in 1997 as a small team with a handful of clients who believed in our people-first approach to wealth management.

Over the years, we’ve grown, but that approach hasn’t changed. Our mission has always been about more than just managing money… it’s been about serving people like you.

We believe wealth is about more than numbers. It’s about building a framework that allows you to live freely, make decisions purposefully, and stay true to your values. It’s about speaking your hopes out loud and figuring out how to make them your reality.

And that’s what we’re here to help you do. With you, for you, for life.

Two people discussing potted plants indoors with natural light.

Growing with you.

Managed Funds

28+

Years in Business

Credentialed Professionals

(CFP®, CFA®, CPA, JD, and more)

Awards & Recognitions

Columbus Business First

Columbus Top Places to Work

Always in your best interest. Always transparent.

We’re a fee-only fiduciary firm, always operating in your best interest — with no hidden incentives or divided loyalties. Our revenue is solely based on advisory fees, not commissions.

Life moments remembered.

"I had stock options that were a significant amount of my portfolio. Many of my colleagues were holding on these stocks, reluctant to pay capital gains and convinced that the stock value would rise. [At Hamilton Capital] we discussed concerns about the concentration of risk in one high risk investment and opportunities for a more diversified utilization of these resources with likely solid returns and less risk. They encouraged me to consider this option without coercion. I saw the wisdom of this path and followed it. [Their] advice to diversify risk was the right advice…"

Three friends hiking on a sunny forest trail wearing backpacks.

"I was so happy when Hamilton Capital took me as a client. I had been talking with a friend of mine, and he recommended Hamilton Capital to help guide me before I retired. [They] responded to me immediately and have been so helpful. Hamilton Capital reviewed and transitioned my employer retirement account which has allowed me to retire in a much better situation. I only wish I would have discovered them sooner."

Smiling senior couple biking outdoors on a sunny day.

"We are excited about our financial future in large part because of how Hamilton Capital conducts themselves. They are a team, not just a bunch of individuals. We know Hamilton Capital has a lot of clients, but we feel like we are their only client when we talk and communicate with them. Our business is appreciated. We feel like this is a true partnership."

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The above testimonials were provided by individuals who are (or were, at the time of providing the testimonial) clients of Hamilton Capital. The clients did not receive compensation for their feedback and permitted the use of their names and comments for advertisement purposes. There are no known conflicts of interests association with the provision of these testimonials. A testimonial reflects the individual’s experience and may not be representative of all client experiences.

A team that knows you.

We believe the real measure of trust is who you call when the stakes are high. For many clients, that’s Hamilton Capital.

Meet Our Team

Our locations.

Headquarters

South Florida

We can grow together.