Hamilton Capital, LLC
Hamilton Capital, LLC is a Columbus, Ohio-based independent investment advisory and wealth management firm. Founded in 1997, it provides comprehensive investment, financial planning, and wealth management services to individuals (including high net worth), families, charitable organizations, retirement plans, and institutional clients. As of April 2025, Hamilton Capital manages approximately $4.4 billion in regulatory assets. The firm employs approximately 93 professionals and is recognized as one of the region’s largest independent advisory firms, dedicated to delivering fiduciary advice and multi-asset investment solutions.
Investment Strategy
Hamilton Capital employs a diversified, goals-based investment strategy with a strong emphasis on fiduciary responsibility and long-term, risk-managed growth. The firm customizes portfolios to client objectives, utilizing global asset allocation across equities, fixed income, alternatives, and real assets. Their approach leverages both strategic and tactical asset allocation, rigorous manager selection, and ongoing risk management to deliver consistent results through market cycles. The focus is on total return, capital preservation, and tax-efficient portfolio construction tailored to each client’s financial plan.
Top Holdings
Equity Positions (140)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DGRW | WISDOMTREE TR | 31.73% | $577.3M | 6,893,933 | $60.41 | $83.74 | +$42.3M |
X XLE | SELECT SECTOR SPDR TR | 16.53% | $300.8M | 3,547,173 | $55.67 | $84.81 | -$12.2M |
E EFV | ISHARES TR | 11.91% | $216.7M | 3,413,531 | $59.02 | $63.48 | +$19.1M |
J JMTG | J P MORGAN EXCHANGE TRADED F | 8.36% | $152.1M | 3,030,509 | $50.19 | $50.19 | +$152.1M |
E EMB | ISHARES TR | 7.19% | $130.9M | 1,413,279 | $90.33 | $92.62 | +$6.9M |