Hamilton Capital Management, Inc.
After internal reorganization in July 2019, Hamilton Capital Management, Inc. transferred its business operations to Hamilton Capital LLC. To this day, the firm describes itself as structurally and philosophically independent, and it works to avoid all conflicts of interest, according to its firm brochure. Hamilton Capital, LLC is a fee-only advisory firm based in Columbus, Ohio. With about 43 advisors managing more than $2.8 billion in assets under management (AUM) the independent financial advisor extends its services to various individual and institutional clients. Hamilton Capital serves more than 6,000 clients.
Hamilton Capital Background
Established in 1997, Hamilton Capital is a wealth and investment management firm owned by R. Matthew Hamilton. With an office in Columbus and one in Palm Beach, Florida, the independent registered investment advisor (RIA) offers a range of advisory services. The firm is privately held and notably poses no conflicts of interest, according to its Form ADV.
Hamilton’s team offers various specialties. These include the certified financial planner (CFP), accredited investment fiduciary (AIF), qualified plan financial consultant (QPFC), professional plan consultant (PPC), chartered financial consultant (ChFC), certified retirement planning specialist (CRPS), chartered financial analyst (CFA), certified public accountant (CPA), certified divorce financial analyst (CDFA) and chartered retirement planning counselor (CRPC) designations.
Hamilton Capital Client Types and Minimum Account Sizes
Hamilton Capital’s clients include individuals and high-net-worth individuals, trusts, estates, foundations, endowments and qualified and non-qualified retirement plans. In serving its extensive client base, the firm impose a minimum account size requirement of $500,000. The firm also charges a quarterly minimum annual fee of $1,250.
Services Offered by Hamilton Capital
Hamilton Capital specializes in the following advisory services:
- Portfolio management
- Institutional investment management
- Custodian selection
- Manager searches
- Performance measurement and evaluation systems
- Economic and financial market outlooks
- Board member education
- Constituent communication programs
- Retirement planning
- Co-advisory services
- Financial planning
- Selection of other advisors
- Non-investment consulting/implementation services
Hamilton Capital Investment Philosophy
Hamilton’s website mentions that the firm’s values are to serve first, be insightful, guide forward, collaborate and make it happen. The firm’s vision is to help its clients achieve lasting financial impact, and it says it provides insightful and careful planning and financial strategies to help each client do just that.
Hamilton chiefly employs a top-down, macro-economic approach in its investment process. The firm’s investment strategies utilize mutual funds, exchange-traded funds (ETFs) and separate accounts of variable annuity contracts.
Hamilton Capital Fees
Hamilton Capital’s compensation consists of asset-based fees and hourly charges. The firm charges up to 0.95% of AUM for retirement plan services, and it charges hourly fees ranging from $60 to $500 for planning and advisory services. In some instances, Hamilton engages with clients or advisors as a co-advisor and charges up to 0.75% of AUM. The firm bills advisory fees quarterly and in advance. Below, we’ve included the Hamilton’s fee schedule for its investment advisory services.
Wealth and Investment Management Fee Schedule
|Amount of assets||Annual management fee|
|First $2 million||1.00%|
|Next $2 million||0.75%|
|Above $4 million||0.55%|
|*Estimated investment management fees do not include brokerage, custodial, third-party manager or other fees, which can vary in amount.|
|Estimated Investment Management Fees at Hamilton Capital*|
|Your Assets||Hamilton Capital Fee Amount|
Hamilton Capital Awards and Recognition
Hamilton was seven times named to Business First’s Fast 50 -- a list that recognizes 50 of Columbus’ fastest-growing private companies. Hamilton also earned recognition from Inc. magazine as one of the fastest-growing firms. Inc. magazine included the firm in its Inc. 5000 list for three consecutive years. Hamilton was named in the Financial Times’ Top 300 five times, and the Financial Planning magazine named the firm to its RIA Leaders list.
Financial Advisor magazine and InvestmentNews have also named the firm as one of the top independent wealth advisors.
What to Watch Out For
This firm doesn’t have any disclosures or disciplinary actions listed on its Form ADV. Prospective clients don’t have much to be wary of when investing with Hamilton Capital. The firm is a fiduciary, and it only earns compensation from the services it provides, not commissions. This limits any conflicts of interest.
Opening an Account With Hamilton Capital
If you'd like to set up an account, you can schedule an appointment with an advisor by visiting the firm's office or contacting Hamilton at (614) 273-1000. The firm also offers a contact form on its website for prospective clients. You can find more information here.
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All information was accurate as of the writing of this article.