Hamilton Capital Management

EST. AUM
$4,937,436,205

CONTACTS
12

CLIENT ACCOUNTS
9,562

Firm Details

Metro area Columbus
CRD Number 109116
Website hamiltoncapital.com
Client types

Overview

Hamilton Capital manages over $4B in client assets serving diverse set of HNW individuals and families as well as foundations, endowments and corporations (approx. 10% of assets). A majority of the assets are discretionary assets. They will access strategies via SMAs, ETFs and Funds and use Schwab to custody assets. They will be tactical in adjusting portfolios based on market and economic conditions. They publish their asset allocation commentary on their website. Lee Caleshu joined in 2019 as their Deputy Chief Investment Officer. Lee previously worked at SCS, Graystone, Halite and most recently Wealthstone. Stephanie Homorody is an analyst on the investment team.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Hamilton Capital Management

Platform Details

Investment Preferences

Alternative Activity

Address

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