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HAMILTON CAPITAL

COLUMBUS, OH · CRD 109116 · IAPD ↗ · 614-273-1000

$4.94BRegulatory AUM
45Advisory reps
90Employees
8Clients
More than 500Planning clients
2Private funds
36States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — HAMILTON CAPITAL shrank from 50 to 45 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
47
February 2026 — HAMILTON CAPITAL notice-filed in MT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
49
December 2025 — HAMILTON CAPITAL notice-filed in AL, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2025 — HAMILTON CAPITAL shrank from 55 to 50 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
75
April 2025 — HAMILTON CAPITAL now reports 2 private fund(s) ($18.2M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
79
April 2024 — HAMILTON CAPITAL grew from 46 to 55 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.