SourcingSourcing

HAMILTON CAPITAL, LLC

C48
CRD 109116·SEC 801-54611·COLUMBUS, OH
AUM
$4.94B
$1B+
Est. Revenue
$49.4M
@ 1% on AUM
Est. EBITDA
$14.8M
@ 30% margin
Est. Deal Value
$118.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
HAMILTON CAPITAL, LLC
CRD
109116
SEC file #
801-54611
EIN
331508700
DBA names
Hamilton Capital

Economics

AUM
$4.94B
AUM band
$1B+
AUM trajectory
'20'26
$2.29B → $4.94B▲ +115%
Client mix
Individuals Other1,403
Individuals High Net Worth1,341
Pension Profit Sharing Plans127
Charitable Organizations47
Corporations38

Operations

Employees (total)
90
Advisory staff (per ADV)
45
Advisory staff (5-yr trend)
'20'26
45 advisors → 45 advisors▬ 0%
Primary office
COLUMBUS OH
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — pooled vehicles
Fee basis
% of AUMHourly chargesFixed fees

Filings

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HAMILTON, ROBERT, MATTHEW
Top Owner Pct
62.5
Owner Count
10
Control Persons
HAMILTON, ROBERT, MATTHEW
LOEHNIS, JEFFREY, ROBERT
Solo Advisor Indicator
No
Succession Risk Solo Owner
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:hamilton.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
11
Form 5500 Total Compensation
324,414
Form 5500 Compensation Trajectory 3y
2025230,629
202693,785
Form 5500 Plan Count Trajectory 3y
202510
20261
Schedule C Total Compensation
324,414
Schedule C Service Provider Rows
11

SEC EDGAR

Edgar Cik
0002046251
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2024-12-10
Edgar Last Filing Date
2024-12-10
Edgar Form D Count
1
Edgar Form D Offerings
2024-12-102024-12-10 · 0002046251-24-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
50
Bc Firm IAR Count
50
Custodian Candidates
Full
Charles Schwab18
E*trade4
Edgar Addresses
Mailing
5025 ARLINGTON CENTRE BLVDSUITE 300COLUMBUS, OH 43220
Business
5025 ARLINGTON CENTRE BLVDSUITE 300COLUMBUS, OH 43220
Edgar EIN
331508700
Edgar Recent Filings
D2024-12-10 · 0002046251-24-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
1098944
Trust Company Affiliate
No

People (52)

52
ROBERT MATTHEW HAMILTON
IAR · Direct Owner · 62.5%
1098944
JEFFREY ROBERT LOEHNIS
IAR · Direct Owner · 17.5%
1405840
PETER SOTERIOS GELDIS
IAR · Direct Owner · 7.5%
5170113
MATTHEW JOSEPH KIRBY
IAR · Direct Owner · 7.5%
5139473
MICHAEL PATRICK FAIETA
IAR · Direct Owner · 7.5%
3132793
Jeffrey Gard Wilkins
IAR · Direct Owner · 7.5%
7038634
HAMILTON CAPITAL
Direct Owner · 7.5%
109116
WILLIAM AUGUST LEUBY
IAR · Executive Officer · 2.5%
1180900
ELIAS JAMES CALESHU
IAR · Executive Officer · 2.5%
6608953
ANTONIO MANUEL CAXIDE
Executive Officer · 2.5%
4638885
CASEY MARIE KIMBLER
IAR
4862745
Francis Man-Kee Chu
IAR
7935200
Michael James DeCarlo
IAR
7958584
EMMETT ROBERTS BAHNSON
IAR
6289479
Leslie Bruns Mahle
IAR
7027298
KATHLEEN MARY HEDGES
IAR
4892029
TRAVIS SCOTT HENDERSON
IAR
5974977
JOHN TIMOTHY YOUNG
IAR
4717999
KEITH DAVID COPELAND
IAR
6737450
ERIN LYNEA WITTMANN
IAR
6069400
Griffin Michael Davies
IAR
8151975
Benjamin Jospeh Borkosky
IAR
7700260
MICHAEL BUSSDIEKER
IAR
4828730
Michelle Morgan Sprayberry
IAR
7824299
JESSA MICHAEL FANNIN
IAR
6532550
Jordan Christopher Wintrich
IAR
7375328
MATTHEW JUSTIN BARTLEY
IAR
5370551
Matthew Scott Backiewicz
IAR
7742386
Robert Bennett Hamilton
IAR
6999579
Davidson Ex Hunter
IAR
6890634
ADRIA MARIE ROSEBROCK
IAR
5360100
Max William Martz
IAR
7958601
Joseph Richard Miller
IAR
7588838
CARRIE ANN THOMPSON
IAR
2221565
MAXIMILIAN ALLEN MINEHART
IAR
6264833
BRETT MICHAEL MACK
IAR
5971940
Anna Kathryn Schiffbauer
IAR
7004027
Patrick Michael Moriarty
IAR
7562934
John McNeal Durell
IAR
7823630
DANIEL MEANS HARKIN
IAR
7156132
Eric Christian Brehm
IAR
7884070
Reece Allan Bogan
IAR
7638075
JEREMY THOMAS DUNLOP
IAR
5298142
JACQUELINE MAUREEN JORDAN
IAR
6242298
JACOB ANTHONY JOHNS
IAR
6348432
Anna Janel Carpenter
IAR
6738969
Eric William Thiemann
IAR
7589813
EVAN JAMES KEESLAR
IAR
6656382
NICHOLAS S FISHER
IAR
6051515
Shivani Kolluru
IAR
7884330
CONOLLY BOUGHNER
IAR
6646825
MAREION ANDRE ROYSTER
IAR
4882156