William A. Leuby
HAMILTON CAPITAL
COLUMBUS, OH 43220
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CRD#: 1180900
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.
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" by Medical Economics magazine. A member of the National Association of Personal Financial Advisors, Financial Planning Association, Columbus Bar Association and Ohio Society of CPAs, Bill also is president-elect of the New Albany Rotary Club.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Investment Planning
Insurance Planning
Tax Planning
Retirement Planning
Estate Planning
Do you have an area of expertise or specialization?
Business Owners
Estate & Generational Planning...
Medical Professionals
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Bill Leuby
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.
CRS (Client Relationship Summary) - RIA
Click below to view William August Leuby III's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1997
Experience
Current
December 10, 1999 - Present
HAMILTON CAPITAL
Office #1: 5025 Arlington Centre Boulevard Suite 300, Columbus, OH 43220RIA
CRD#: 109116
COLUMBUS, OH
Past
May 18, 1990 - October 11, 1991
THE BARON COMPANIES
BD
CRD#: 26093
Past
October 19, 1983 - March 5, 1990
CARDINAL SECURITIES CORPORATION
BD
CRD#: 10521
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
HAMILTON CAPITAL
HAMILTON CAPITAL | HAMILTON CAPITAL, LLC | HAMILTON CAPITAL MANAGEMENT INC
CRD#: 109116 / SEC#: 801-54611
RIA
Registered Investment Advisory firm - (6/17/1997 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Ohio(12/10/1999)
Exams
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
HAMILTON CAPITAL
HAMILTON CAPITAL | HAMILTON CAPITAL, LLC | HAMILTON CAPITAL MANAGEMENT INC
CRD#: 109116 / SEC#: 801-54611
RIA
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Contact information
Main Address
5025 Arlington Centre Blvd Suite 300, Columbus, OH 43220
Mailing Address
Phone number
(614) 273-1000
Established
Firm type
Fiscal year end
# of Employees
93
SEC notice filing (35 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 9,076 |
| AUM (Assets Under Management) | $ 4,381,851,944 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/25/2024 | ||
| 07/28/2023 |
Red Flags
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.
