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Hamilton Capital

Hamilton Capital. CRD 109116

Hamilton Capital logo

CRD: 109116

Hamilton Capital

Columbus, OH, 43220
6142731000
hamiltoncapital.com
$4.9B Total AUM
$4.9B Disc. AUM
-- 3Y CAGR
90 Employees
2,971 ADV. Clients
28 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
RidgeVector +more
Established Date
06-17-1997
Office Locations
1

Office Locations

5025 Arlington Centre Boulevard Suite 300 Columbus OH

About Hamilton Capital

Hamilton Capital is a Columbus, Ohio RIA serving retail and institutional clients with integrated wealth planning and discretionary investment management. The firm supports portfolio construction plus tax and estate/legacy planning, retirement plans, and insurance solutions. Investment approach emphasizes active management and asset allocation, with the ability to incorporate ESG/impact themes and alternatives. Custody available via Charles Schwab.

Team overview

39 AVG AGE
$109.7M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
8 yrs AVG TENURE
90 Employees
45 Advisory Reps
45 RIA Reps
28yrs Firm Age

Insights

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Asset Classes

Atlas Momentum Vertex Matrix vector Unison harbor Pathway matrix Delta quantum

Client Personas

Oak glacier Eagle

Custodian

Summit signal Pioneer Quantum Matrix Bridge Summit Ridge

Investment Themes

Pioneer optima Pathway Pioneer Horizon Zenith insight Oak meridian Focus catalyst

Investment Vehicles

Capital eagle Insight prime

Platform

Oak beacon Eagle

Services

Foundation atlas Summit Foundation Harbor Oak Optima Value matrix Vector capital Prime

Technology

Insight Ridge Unison

Owner & Executives

R

ROBERT MATTHEW HAMILTON

Chairman, Chief Executive Officer, Financial Advisor

CRD
#1098944
Ownership
50% but less than 75%
(242) 287-1755
signal.insight@vertexcapital.com
in linkedin.com/in/horizon-focus
J

JEFFREY ROBERT LOEHNIS

President

CRD
#1405840
Ownership
10% but less than 25%
(445) 563-5518
ember.oak@elementcapital.com
in linkedin.com/in/vector-summit
N

North eagle

Legacy foundation radial

CRD
#32655
Ownership
19.3%
(300) 300-6859
vital.vertex@quantumcapital.com
in linkedin.com/in/pioneer-atlas

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Contacts

A

AARON BRANDON ADKINS

--

CRD
#3097191
(362) 581-8172
legacy.matrix@pioneercapital.com
in linkedin.com/in/radial-ember
M

Matthew Scott Backiewicz

Director

CRD
#7742386
(294) 411-6413
crest.momentum@wavecapital.com
in linkedin.com/in/horizon-element
O

Optima frontier

Oak horizon

CRD
#45231
(206) 602-7173
delta.crest@peakcapital.com
in linkedin.com/in/optima-ember

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
06-15-2022
11-08-2023
12-19-2024
11-10-2025
04-21-2026
Category Assets AVG. Account size
Discretionary $4,853,898,089 $512,989
Non-Discretionary $83,538,116 $835,381
Total $4,937,436,205 $516,360

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Separately Managed Accounts

Total SMA Asset: $4,291,237,875

$4.3B Total SMA
Public Funds:
28.0%
U.S. Government/Agency:
8.3%
Private Funds:
12.3%
Cash:
17.8%
Equity - Exchange:
26.1%
Corporate - Investment Grade:
7.5%
Asset class Assets Assets %
Public Funds $1,227,700,212 28.0%
U.S. Government/Agency $363,925,420 8.3%
Private Funds $539,311,165 12.3%
Cash $780,466,564 17.8%
Equity - Exchange $1,144,391,984 26.1%
Corporate - Investment Grade $328,848,271 7.5%
Total $4,384,643,616 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
QUANTUM VITAL PIONEER ALPHA RADIAL 62M7F5FGW MQZ 7.46% $108,362,388
WAVE PIONEER PEAK RADIAL A6FU7S6Y7 BGY 7.07% $57,778,153
DELTA TIMBER OAK FOUNDATION 228NMUPTS TZXO 10.02% $53,504,408
RIDGE HORIZON PATHWAY EMBER 5LZA3UWJ2 QRE 10.00% $66,416,147
HARBOR EAGLE SIGNAL ZENITH QWPMBQ2EQ RIJ 10.71% $103,106,437
VALUE NORTH QUANTUM FUSION 28LGDTZV6 KMQA 4.81% $89,059,338
VERTEX FOCUS QUANTUM ALPHA 9YX7T7Q8Z IATGV 1.03% $111,594,868
QUANTUM BEACON OPTIMA FOCUS HARBOR YB9BI6BXP HERVO 11.04% $43,716,656

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