DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Hamilton Capital
Legal name Hamilton Capital, LLC
Latest filing Apr 21, 2026
First filing on the tape Mar 30, 2012 · 61 filings
SEC status approved since Jun 17, 1997
RAUM
$4.9B
reported, Item 5.F
Discretionary
98%
of RAUM
Private clients
80%
$3.9B individuals and HNW
Advisors
59
registered through the firm on IAPD
RAUM per advisor
$83.7M
derived; firm RAUM over IAPD count
Employees
90
45 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
2
reported on Schedule D
History
61 filings and snapshots on the tape
RAUM$4.9B as of Apr 21, 2026
Mar 30, 2012$771M then
HNW client RAUM$3.6B as of Apr 21, 2026
Mar 23, 2018$1.8B then
State-registered IARs (5.B.3)45 as of Apr 21, 2026
Mar 28, 20132 then
Employees (5.A)90 as of Apr 21, 2026
Mar 28, 201333 then
Private funds2 as of Apr 21, 2026
Apr 29, 20252 then
RAUM +13% over the last fiscal year+9.5% a year over threeIARs 50 to 45
Practice profile
derived from the filing of Apr 21, 2026; every figure names its basis
Archetypes, each a printed rule
- Planning-led practice · financial planning activity (5.G.1), at least 100 financial planning clients (5.H), and hourly, fixed or subscription compensation (5.E)
- Retirement plan adviser · pension consulting activity (Item 5.G.6) and pension plans at least 25 percent of RAUM or at least 25 pension-plan clients
- RIA with private funds · a wealth manager (private-client share at least 50 percent) that reports at least one private fund on Schedule D 7.B.(1)
- RAUM per advisor
- $82.3MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 46derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.7MderivedHNW RAUM over HNW clients
- Average account
- $516,360derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 98%derivedof RAUM
- Institutional
- 3.7%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.5derivedItem 5.A over advisors
- Advisors per office
- 30.0derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +13%derivedbetween the last two annual amendments
- Advisor growth, one year
- -10%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +3.6%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companies, pension consulting, selection of other advisersreportedItem 5.G
- Financial planning clients
- 2,000reportedItem 5.H
- Custody
- $1.7B, 1,466 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$3.6B73%
- Investment companies$379M7.7%
- Individuals$339M6.9%
- Pooled investment vehicles$268M5.4%
- Corporations and businesses$182M3.7%
- Pension and profit-sharing plans$95.3M1.9%
- Charitable organizations$85.4M1.7%
- Individual clients
- 1,403reported
- HNW clients
- 1,341reported
- Pension plan clients
- 127reported
- Charitable clients
- 47reported
- Accounts
- 9,562reported
- Financial planning clients
- 2,000reported
- Wrap fee programs
- noreported
- Custody of client assets
- $1.7B for 1,466 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.8 fund_share=0.13 institutional_share=0.04 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
60 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Robert Matthew HamiltonCertified Financial Planner | Columbus, Oh | Dec 10, 1999 | 40 y | 0 |
| William August LeubyCertified Financial Planner | Columbus, Oh | Dec 10, 1999 | 42 y | 0 |
| Jeffrey Robert LoehnisCertified Financial Planner | Columbus, Oh | Apr 4, 2001 | 40 y | 0 |
| Michael Patrick FaietaCertified Financial Planner | Columbus, Oh | Sep 21, 2001 | 26 y | 0 |
| John Timothy Young | Columbus, Oh | Oct 20, 2003 | 26 y | 0 |
| Casey Marie Kimbler | Columbus, Oh | May 9, 2005 | 21 y | 0 |
| Peter Soterios GeldisCertified Financial Planner | Columbus, Oh | Jul 11, 2006 | 20 y | 0 |
| Matthew Joseph KirbyCertified Financial Planner | Columbus, Oh | Jun 22, 2007 | 18 y | 0 |
| Kathleen Mary HedgesCertified Financial Planner | Columbus, Oh | Apr 20, 2011 | 21 y | 1 |
| Travis Scott HendersonCertified Financial Planner | Columbus, Oh | Nov 1, 2011 | 14 y | 0 |
| Emmett Roberts BahnsonCertified Financial Planner | Columbus, Oh | Apr 7, 2014 | 12 y | 0 |
| Adria Marie RosebrockCertified Financial Planner | Columbus, Oh | Jul 22, 2014 | 19 y | 1 |
| Jacqueline Maureen JordanCertified Financial Planner | Columbus, Oh | Jun 4, 2015 | 11 y | 0 |
| John Ryan ChambersCertified Financial Planner | Columbus, Oh | Jul 30, 2015 | 15 y | 2 |
| Jessa Michael FanninCertified Financial Planner | Columbus, Oh | Jan 12, 2016 | 11 y | 0 |
| Gregory Alan Smith | Columbus, Oh | Apr 18, 2016 | 26 y | 2 |
| Carrie Ann ThompsonCertified Financial Planner | Columbus, Oh | Jun 28, 2016 | 34 y | 1 |
| Erin Lynea WittmannCertified Financial Planner | Columbus, Oh | Nov 9, 2016 | 11 y | 1 |
| Keith David CopelandCertified Financial Planner, Chartered Financial Consultant | Columbus, Oh | Jan 6, 2017 | 19 y | 0 |
| Charles William CoonsCertified Financial Planner | Columbus, Oh | Jul 5, 2018 | 11 y | 0 |
| Brett Michael MackCertified Financial Planner, Chartered Financial Consultant | Columbus, Oh | Aug 2, 2018 | 15 y | 0 |
| Anna Kathryn SchiffbauerCertified Financial Planner | Columbus, Oh | Sep 5, 2018 | 10 y | 0 |
| Robert Bennett HamiltonCertified Financial Planner | Columbus, Oh | Sep 6, 2018 | 10 y | 0 |
| Brianne Lubertha CronenwettCertified Financial Planner | Columbus, Oh | Sep 11, 2018 | 10 y | 0 |
| Jeffrey Gard Wilkins | Columbus, Oh | Jan 23, 2019 | 16 y | 0 |
| Leslie Bruns Mahle | Columbus, Oh | Jun 19, 2019 | 18 y | 0 |
| Elias James CaleshuChartered Financial Analyst | Columbus, Oh | Aug 26, 2019 | 10 y | 3 |
| Matthew Justin Bartley | Columbus, Oh | Sep 24, 2019 | 19 y | 0 |
| Anna Janel CarpenterCertified Financial Planner | Columbus, Oh | Apr 22, 2020 | 16 y | 0 |
| Nicholas S FisherCertified Financial Planner | Columbus, Oh | Jul 23, 2021 | 13 y | 4 |
| Davidson Ex Hunter | Columbus, Oh | Jul 23, 2021 | 13 y | 0 |
| Evan James KeeslarCertified Financial Planner | Columbus, Oh | Sep 20, 2021 | 10 y | 0 |
| Mareion Andre RoysterCertified Financial Planner | Columbus, Oh | May 31, 2022 | 20 y | 3 |
| Patrick Michael MoriartyCertified Financial Planner | Columbus, Oh | Jul 11, 2022 | 13 y | 0 |
| Joseph Richard MillerCertified Financial Planner | Columbus, Oh | Aug 1, 2022 | 10 y | 0 |
| Eric William Thiemann | Columbus, Oh | Aug 15, 2022 | 10 y | 0 |
| Daniel Means HarkinCertified Financial Planner | Columbus, Oh | Nov 1, 2022 | 10 y | 0 |
| Reece Allan BoganCertified Financial Planner | Palm Beach Gardens, Fl | Nov 22, 2022 | 12 y | 0 |
| Benjamin Jospeh BorkoskyCertified Financial Planner | Columbus, Oh | Mar 20, 2023 | 13 y | 0 |
| Courtney Erin Saddler | Columbus, Oh | Apr 13, 2023 | 12 y | 0 |
Advisor movement
5 left, 1 joined in 12 months
net -4 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 8.5% of current headcount10 left over 36 months
Left, latest
- Jeremy Thomas Dunlop to Hb WealthMay 26, 2026 · RIA to RIA
- Brian Wesley Becker to Chapters To WealthMar 6, 2026 · RIA to a state-registered adviser
- Joel Daniel Potts to Cetera Investment Advisers LLCDec 5, 2025 · RIA to affiliated broker-dealer or bank
- Grant Scott Dahlquist to Cerity Partners LLCSep 29, 2025 · RIA to RIA
- Christopher Archer to Morgan StanleySep 29, 2025 · RIA to wirehouse
- Christopher Stephen Kimmet to Aptus Financial, LLCJul 28, 2025 · Other
- Genevieve Elizabeth George to Pelican Financial Planning And Wealth, PllcApr 16, 2025 · RIA to a newly registered adviser
- Jill Marie Raderstorf to Aptus Financial, LLCFeb 14, 2025 · Other
- Andrew Schroeder to Cetera Investment Advisers LLCJul 29, 2024 · RIA to affiliated broker-dealer or bank
- Philip Carl Shaffer to Oneascent Family OfficesMay 1, 2024 · RIA to RIA
- Britton Cotton to J.P. Morgan Securities LLCSep 27, 2022 · RIA to wirehouse
- Rachel Roher to Merit Wealth Management, LLCMar 2, 2022 · Other
- Patrick Joseph Finneran to FacetOct 18, 2021 · RIA to RIA
- Brandon Philip Dempsey to Budros, Ruhlin & RoeAug 9, 2021 · RIA to RIA
- Shengde Liu to Access Wealth Group, LLCMar 15, 2021 · RIA to a state-registered adviser
Joined, latest
- Aaron Brandon Adkins from Meeder Advisory Services, Inc.Mar 2, 2026 · RIA to RIA
- Jacob Anthony Johns from Gerber, LLCOct 14, 2024 · RIA to RIA
- Christopher Stephen Kimmet from Origin Investment Advisory LLCJun 27, 2024 · RIA to RIA
- Patrick Shi-Fan Huang from Source Financial Advisors, LLCMar 18, 2024 · RIA to RIA
- Genevieve Elizabeth George from Ballentine PartnersNov 27, 2023 · RIA to RIA
- Christopher Archer from Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 22, 2023 · Wirehouse to independent RIA
- Andrew Schroeder from Stifel, Nicolaus & Company, IncorporatedMar 14, 2023 · Affiliated broker-dealer or bank to independent RIA
- Mareion Andre Royster from Raymond James Financial Services Advisors, IncMay 31, 2022 · Affiliated broker-dealer or bank to independent RIA
- Jeremy Thomas Dunlop from Bdo Wealth Advisors, LLCApr 8, 2022 · RIA to RIA
- Nicholas S Fisher from Wealthbridge Capital Management, LLCJul 23, 2021 · RIA to RIA
- Rachel Roher from Nationwide Investment Advisors, LLCSep 15, 2020 · Affiliated broker-dealer or bank to independent RIA
- Elias James Caleshu from Wealthstone AdvisorsAug 26, 2019 · RIA to RIA
- Britton Cotton from Halite Partners, LLCDec 14, 2018 · Other
- Joshua Ryan Shaffer from Halite Partners, LLCDec 4, 2018 · Other
- Philip Carl Shaffer from Halite Partners, LLCNov 27, 2018 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 2 joined from Halite Partners, LLCNov 21, 2018 · Columbus, Oh
Private funds
2 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Hcre Zaza LLC | $12.1M | 57 | Apr 21, 2026 | |
| Hcre Edge LLC | $6.2M | 61 | Apr 21, 2026 |
Owners and control persons
Schedule A and B, latest filing
- James Elias Caleshu · Co-Chief Investment Officer, Principalcontrolsince 01/2023 · owns less than 5%
- Manuel Antonio Caxide · Chairman Of The Senior Investment Councilcontrolsince 05/2009 · owns less than 5%
- Matthew Robert Hamilton · Chairman/Ceo/Assistant Secretarycontrolsince 03/1997 · owns 50% to 75%
- August William Leuby · Senior V.P./Gen Counsel/Chief Compliance Officercontrolsince 03/1997 · owns less than 5%
- Robert Jeffrey Loehnis · Presidentcontrolsince 04/2001 · owns 10% to 25%
- Matthew Robert Hamilton · Shareholdercontrolsince 03/1997 · owns 75% or more of Hamilton Capital
- Patrick Michael Faieta · Managing Director, Principalsince 07/2019 · owns 5% to 10%
- Soterios Peter Geldis · Managing Director, Principalsince 07/2019 · owns 5% to 10%
- Joseph Matthew Kirby · Managing Director, Principalsince 07/2019 · owns 5% to 10%
- Gard Jeffrey Wilkins · Co-Chief Investment Officer, Principalsince 01/2012 · owns 5% to 10%
Entity owners
- Hamilton Capital · Corporate Memberdirect · owns 5% to 10%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Columbus, Oh · principal | 60 | 4 | 4 | ||
| Palm Beach Gardens, Fl | 1 | 0 | 1 |
Offices
Schedule D 1.F, the 25 largest
- Palm Beach Gardens, FL3 employees
What changed
consecutive filings, newest first
- Accounts · 9,076 to 9,562Jan 21, 2026 to Mar 31, 2026
- Advisory employees · 50 to 45Jan 21, 2026 to Mar 31, 2026
- Charity clients · 48 to 47Jan 21, 2026 to Mar 31, 2026
- Corporate clients · 39 to 38Jan 21, 2026 to Mar 31, 2026
- HNW clients · 1,234 to 1,341Jan 21, 2026 to Mar 31, 2026
- Individual clients · 1,414 to 1,403Jan 21, 2026 to Mar 31, 2026
- Pension plan clients · 130 to 127Jan 21, 2026 to Mar 31, 2026
- Assets in custody · $1.5B to $1.7BJan 21, 2026 to Mar 31, 2026
- Employees · 93 to 90Jan 21, 2026 to Mar 31, 2026
- State-registered IARs · 50 to 45Jan 21, 2026 to Mar 31, 2026
- Discretionary RAUM · $4.3B to $4.9BJan 21, 2026 to Mar 31, 2026
- HNW RAUM · $3.3B to $3.6BJan 21, 2026 to Mar 31, 2026
- Individual RAUM · $340M to $339MJan 21, 2026 to Mar 31, 2026
- Non-discretionary RAUM · $132M to $83.5MJan 21, 2026 to Mar 31, 2026
- Pension RAUM · $44.2M to $95.3MJan 21, 2026 to Mar 31, 2026
- Pooled vehicle RAUM · $255M to $268MJan 21, 2026 to Mar 31, 2026
- RAUM · $4.4B to $4.9BJan 21, 2026 to Mar 31, 2026
- Accounts · 8,483 to 9,076Dec 19, 2024 to Apr 29, 2025
- Advisory employees · 55 to 50Dec 19, 2024 to Apr 29, 2025
- Advisory activities · 6 to 7Dec 19, 2024 to Apr 29, 2025
- Charity clients · 49 to 48Dec 19, 2024 to Apr 29, 2025
- Corporate clients · 32 to 39Dec 19, 2024 to Apr 29, 2025
- HNW clients · 1,151 to 1,234Dec 19, 2024 to Apr 29, 2025
- Individual clients · 1,417 to 1,414Dec 19, 2024 to Apr 29, 2025
- Pension plan clients · 141 to 130Dec 19, 2024 to Apr 29, 2025
- Pooled vehicle clients · 5 to 6Dec 19, 2024 to Apr 29, 2025
- Assets in custody · $1.4B to $1.5BDec 19, 2024 to Apr 29, 2025
- Employees · 79 to 93Dec 19, 2024 to Apr 29, 2025
- Financial planning clients · More than 500 to More than 500Dec 19, 2024 to Apr 29, 2025
- State-registered IARs · 55 to 50Dec 19, 2024 to Apr 29, 2025
- Private funds · unset to 2Dec 19, 2024 to Apr 29, 2025
- Discretionary RAUM · $4.1B to $4.3BDec 19, 2024 to Apr 29, 2025
- HNW RAUM · $3.1B to $3.3BDec 19, 2024 to Apr 29, 2025
- Individual RAUM · $342M to $340MDec 19, 2024 to Apr 29, 2025
- Non-discretionary RAUM · $147M to $132MDec 19, 2024 to Apr 29, 2025
- Pension RAUM · $259M to $44.2MDec 19, 2024 to Apr 29, 2025
- Pooled vehicle RAUM · $0 to $255MDec 19, 2024 to Apr 29, 2025
- RAUM · $4.2B to $4.4BDec 19, 2024 to Apr 29, 2025
- Accounts · 7,905 to 8,483Nov 8, 2023 to Mar 28, 2024
- Advisory employees · 46 to 55Nov 8, 2023 to Mar 28, 2024
Signals
18 dated events
- Cameron Mink registered as an investment adviser representative at Hamilton CapitalSep 14, 2026 · Advisor registered · fact
- Jeremy Thomas Dunlop left Hamilton Capital for Hb Wealth (registered 2026-06-15)May 26, 2026 · Advisor changed firm · fact
- Brian Wesley Becker left Hamilton Capital for Chapters To Wealth (registered 2026-04-01)Mar 6, 2026 · Advisor changed firm · fact
- Christopher Archer left Hamilton Capital for Morgan Stanley (registered 2025-10-21)Sep 29, 2025 · Advisor changed firm · fact
- Grant Scott Dahlquist left Hamilton Capital for Cerity Partners Llc (registered 2025-10-29)Sep 29, 2025 · Advisor changed firm · fact
- Christopher Stephen Kimmet left Hamilton Capital for Aptus Financial, Llc (registered 2025-07-29)Jul 28, 2025 · Advisor changed firm · fact
- Genevieve Elizabeth George left Hamilton Capital for Pelican Financial Planning And Wealth, Pllc (registered 2025-07-28)Apr 16, 2025 · Advisor changed firm · fact
- Jill Marie Raderstorf left Hamilton Capital for Aptus Financial, Llc (registered 2025-02-19)Feb 14, 2025 · Advisor changed firm · fact
- Andrew Schroeder left Hamilton Capital for Cetera Investment Advisers Llc (registered 2024-10-09)Jul 29, 2024 · Advisor changed firm · fact
- Ralph Richard Kahle (Vice President, Chief Operating Officer) no longer on Schedule A of Hamilton Capital (listed 2024-04-02, absent 2024-07-01)Jul 1, 2024 · Control person left · inference
- Philip Carl Shaffer left Hamilton Capital for Oneascent Family Offices (registered 2024-05-02)May 1, 2024 · Advisor changed firm · fact
- James Elias Caleshu (Deputy Chief Investment Officer) appeared on Schedule A of Hamilton CapitalMar 28, 2024 · Control person joined · fact
- Britton Cotton left Hamilton Capital for J.P. Morgan Securities Llc (registered 2022-10-25)Sep 27, 2022 · Advisor changed firm · fact
- Rachel Roher left Hamilton Capital for Merit Wealth Management, Llc (registered 2022-08-02)Mar 2, 2022 · Advisor changed firm · fact
- Hamilton Capital reported succeeding to the business of Another Adviser (Form ADV Item 4)Jul 3, 2019 · Succession (Item 4) · fact
- Michael Timothy Montague (Exec. V.P./Sec'Y/Treas) no longer on Schedule A of Hamilton Capital (listed 2019-03-29, absent 2019-07-03)Jul 3, 2019 · Control person left · inference
- Ralph Richard Kahle (Vice President, Chief Operating Officer) appeared on Schedule A of Hamilton CapitalJul 3, 2019 · Control person joined · fact
- Hamilton Capital reported RAUM $2.4B, up 27% from $1.9B (2017-03-21 to 2018-03-23)Mar 23, 2018 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 614-273-1000reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 202-330-2651reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 561-268-0545reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- LINKEDIN.COM/COMPANY/HAMILTON-CAPITAL-MANAGEMENT/MYCOMPANYreportedpublic record, Form ADV, Sep 17, 2026
- Website
- HAMILTONCAPITAL.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 614-273-1000reportedpublic record, Form ADV, Apr 21, 2026
- Team page
- HAMILTONCAPITAL.COM/our-teamreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $83.7Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026