Firm
Hamilton Capital, LLC
Columbus, Ohio
Fee-only
Hamilton Capital, LLC at a glance
- One of 337 fee-only firms based in Ohio in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 90 employees and 2,744 individual clients, 1,341 of them high net worth.
- Its average account is about $516,000 (assets it manages divided by its 9,562 accounts).
Fee-only advisors in Ohio · What fee-only advisors charge in Ohio
Facts
| Based in | Columbus, Ohio |
|---|---|
| [email protected] | |
| Phone | (614) 273-1000 |
Hamilton Capital, LLC fees
Hamilton Capital, LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $4.9 billion |
| Individual clients | 1,403 |
| High-net-worth clients | 1,341 |
| Accounts managed | 9,562 |
| Employees | 90 |
| Planning clients | More than 500 |
| Registered with | The SEC (801-54611) |
| Financial planning | Offered |
| Form ADV filed | October 23, 2026 |
| SEC record | CRD 109116 |