William August Leuby Iii
CFP®Professional Summary
William August Leuby III, CFP®, who also goes by Bill Leuby, is a registered financial advisor currently at HAMILTON CAPITAL located in Columbus, Ohio. William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. William has worked at 3 firms and has passed the Series 63, Series 7, Series 27 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Financial Planning
- Investment Management
- Risk Management & Insurance
- Tax Planning
- Retirement Planning
- Estate & Legacy Planning
Biography
An attorney, Certified Public Accountant and Certified Financial Planner with more than 20 years of business and financial experience, Bill is a senior client advisor and a member of his firm's investment and income tax planning and retirement benefits committees. He received his undergraduate degree from Miami University (Ohio) and his law degree from The Ohio State University, and has been named again, in 2008, as one of "The 150 Best Financial Advisers For Doctors"...
Other Aliases
Bill Leuby
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
43 years in the financial services industry
Current & Past Employments
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Current Firm
HAMILTON CAPITAL | HAMILTON CAPITAL, LLC | HAMILTON CAPITAL MANAGEMENT INC
Contact Information
Main Address
5025 Arlington Centre Blvd Suite 300, Columbus, OH 43220Phone Number
(614) 273-1000# of Employees
90SEC notice filing (36 States and Territories)
Registered to provide investment advisory services in 36 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
9,562AUM (Assets Under Management)
$4,937,436,205Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/29/2026 | Cover Page | Report |
| 01/27/2026 | Cover Page | Report |
| 10/25/2024 | Cover Page | Report |
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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Primary Firm SEC Registration
HAMILTON CAPITAL | HAMILTON CAPITAL, LLC | HAMILTON CAPITAL MANAGEMENT INC
State Registrations and Notice Filings
(12/10/1999)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view William August Leuby III's CRS (Customer Relationship Summary).
Services Offered by William
- Financial Planning
- Investment Management
- Risk Management & Insurance
- Tax Planning
- Retirement Planning
- Estate & Legacy Planning
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