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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-17-1997
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between November 10, 2025 and April 21, 2026, reported AUM increased 12.7%, from $4.4B to $4.9B.
Across 5 reported observations, AUM increased 35.8% between June 15, 2022 and April 21, 2026, from $3.6B to $4.9B.
Of the latest reported AUM, 98.3% is discretionary and 1.7% is non-discretionary.
The firm reports 45 advisory representatives and 2,971 clients, or 66 clients per representative. That equates to $1.7M in reported AUM per client.
The profile lists 1 reported office location and 29 years in operation. The source data was last updated on April 21, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Hamilton Capital record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ROBERT MATTHEW HAMILTON
Chairman, Chief Executive Officer, Financial Advisor
- CRD
- #1098944
- Ownership
- 50% but less than 75%
JEFFREY ROBERT LOEHNIS
President
- CRD
- #1405840
- Ownership
- 10% but less than 25%
Showing 2 of 9 owners & executives
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AARON BRANDON ADKINS
--
- CRD
- #3097191
Matthew Scott Backiewicz
Director
- CRD
- #7742386
Showing 2 of 60 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Hamilton Capital has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Hamilton Capital's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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