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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.
Latest 13F Filing Activity
Hamilton Capital, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 140 equity positions with a total 13F market value of $2B. The fund increased holdings in J P Morgan Exchange Traded F, J P Morgan Exchange Traded F, Wisdomtree TR among other positions. Hamilton Capital, LLC reduced exposure to Janus Detroit STR TR, J P Morgan Exchange Traded F, Select Sector SPDR TR among others.
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 |
Industry Allocation
Investment Team (5)
| Name | Role | Location | |
|---|---|---|---|
A Antonio Caxide | Chief Investment Officer | OH , United States | |
 | Investment Analyst | Columbus, OH , United States | |
 | Deputy Chief Investment Officer | Columbus, OH , United States | |
 | Deputy Chief Investment Officer | Columbus, OH , United States | |
 | Investment Analyst | CA , United States |
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