About Hamilton Capital

Hamilton Capital is proud to be the largest Registered Investment Advisory firm in Central Ohio. We are even more proud of our commitment to sustaining great culture throughout our 25 years.


Our culture encourages bold thinking because we value collaboration. Our brand of collaboration isn’t about watering down great ideas, it’s about bringing an intentional mix of talent and expertise to bear on our clients’ financial needs.

70+

EMPLOYEES

Owner-operated,32 CFP®/ChFC®, 6 CFA®/CIMA® and counting

$3.6

BILLION AUM

Compound annual growth of AUM more than 17%/year since 1997

1997

OUR FOUNDING

Offices in Columbus, OH and Palm Beach, FL with national clientele

200+

YEARS EXPERIENCE

6 members have been Chief Investment Officers or equivalent at a large RIA.

70+

EMPLOYEES

Owner-operated,32 CFP®/ChFC®, 6 CFA®/CIMA® and counting

$3.6

BILLION AUM

Compound annual growth of AUM more than 17%/year since 1997

1997

OUR FOUNDING

Offices in Columbus, OH and Palm Beach, FL with national clientele

200+

YEARS EXPERIENCE

6 members have been Chief Investment Officers or equivalent at a large RIA.

Our Proven Process

1

Collaboration

We collaborate with our clients to set achievable goals and identify a shared vision by:

  •  Hearing your story
  • Telling your story
  • Listening to your needs
  • Setting goals and expectations
  • Defining scope of engagement

2

Guidance

We guide forward with a customized plan based on your full financial picture by:

  • Understanding your needs
  • Prioritizing those needs
  • Organizing your finances
  • Identifying key priorities
  • Delivering an impactful solution

3

Plan Development

We make it happen with purposeful invesments and strive to be insightful through a:

  • Creative and innovative approach
  • Goal-aligned investment plan
  • Dynamic investment management
  •   Thoughtful approach
  • Dedicated and insightful team

4

Continuous Monitoring

We serve first through a

continuous evaluation of your entire financial plan by:

  • Holding purposeful consultations
  • Measuring your progress
  • Evaluating and modifying your plan
  • Proactively analyzing opportunities
  • Providing updates and counseling

We collaborate with our clients to set achievable goals and identify a shared vision by:

  •  Hearing your story
  • Telling your story
  • Listening to your needs
  • Setting goals and expectations
  • Defining scope of engagement

We guide forward with a customized plan based on your full financial picture by:

  • Understanding your needs
  • Prioritizing those needs
  • Organizing your finances
  • Identifying key priorities
  • Delivering an impactful solution

We make it happen with purposeful invesments and strive to be insightful through a:

  • Creative and innovative approach
  • Goal-aligned investment plan
  • Dynamic investment management
  •   Thoughtful approach
  • Dedicated and insightful team

We serve first through a

continuous evaluation of your entire financial plan by:

  • Holding purposeful consultations
  • Measuring your progress
  • Evaluating and modifying your plan
  • Proactively analyzing opportunities
  • Providing updates and counseling

Our Service Offerings

Investment Management

OUR CAPABILITIES

  • Committed investment team comprisedof multiple CFAs
  • Investment expertise for both institutional and individual investors
  • Dynamic investment management process
  • Dedicated team – CFP® credentialed advisor and Client Relations Representative
  • Account establishment, funding and ongoing maintenance
  • Savings and/or distribution guidance
  • Fully developed and implemented investment plan
  • Investment Policy Statement
  • Ongoing asset allocation adjustments
  • Selection, monitoring and oversight of managers
  • eDelivery, web access and proactive communication
  • Monthly investment highlights and market outlook
  • Access to web-based financial planning tool
  • Access to webinars and in-person market briefings

HOW OFTEN WE WILL TYPICALLY CONNECT:

  • Two to four times in the first 12 months
  • One to two times annually thereafter
  • We are always available in person, phone, webconference and email

Wealth Management

OUR CAPABILITIES:

  • All investment management services
  • Dedicated team – Multiple CFP® credentialed advisors and Client
  • Relations Representative
  • Ongoing financial statement maintenance
  • Cash flow and debt management
  • Executive compensation planning
  • Retirement and education planning
  • Business retirement plan design
  • Risk management
  • Tax planning
  • Estate planning
  • Philanthropic planning

AS NEEDED:

  • Business entity structure, management and succession planning
  • Multi-generational wealth transfer and optimization

HOW OFTEN WE WILL TYPICALLY CONNECT:

  • Five to six times in the first 12 months
  • Three to four times annually thereafter
  • We are always available in person, phone, web conference and email

Our Promise to You

A Professional Team

A committed fiduciary, a highly
engaged and experienced team that demands our best, continuously
innovates and strives to improve.

A Holistic Financial Plan

A custom plan that starts with your end goals and has your best interests in mind.

A Sophisticated Investment Model

A dynamic approach with forward-looking analysis and continuous improvements designed to protect your capital.

A Commitment to Action

We’ll think beyond the near term and focus on the future while owning the results.

A Professional Team

A committed fiduciary, a highly
engaged and experienced team that demands our best, continuously
innovates and strives to improve.

A Holistic Financial Plan

A custom plan that starts with your end goals and has your best interests in mind.

A Sophisticated Investment Model

A dynamic approach with forward-looking analysis and continuous improvements designed to protect your capital.

A Commitment to Action

We’ll think beyond the near term and focus on the future while owning the results.

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