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AA

Aaron B. Adkins

HAMILTON CAPITAL
Columbus, OH 43220
Some features on this profile are disabled
CRD#: 3097191
AA

Professional summary

Aaron Brandon Adkins, CFP® is a registered financial advisor currently at HAMILTON CAPITAL located in Columbus, Ohio.

Aaron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Aaron has worked at 9 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aaron Brandon Adkins's CRS (Customer Relationship Summary).
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®

Certified Financial Planner

Experience

Current

March 2, 2026 - Present

HAMILTON CAPITAL

Office #1: 5025 Arlington Centre Blvd Suite 300, Columbus, OH 43220
RIA
CRD#: 109116
Columbus, OH
Past

March 18, 2024 - August 4, 2025

MEEDER ADVISORY SERVICES, INC.

RIA
CRD#: 106814
DUBLIN, OH
Past

March 12, 2024 - August 4, 2025

MEEDER DISTRIBUTION SERVICES, INC.

BD
CRD#: 36773
DUBLIN, OH
Past

March 6, 2017 - September 20, 2023

MEEDER ASSET MANAGEMENT, INC.

RIA
CRD#: 105794
DUBLIN, OH
Past

May 25, 2016 - September 20, 2023

MEEDER DISTRIBUTION SERVICES, INC.

BD
CRD#: 36773
DUBLIN, OH
Past

December 22, 2010 - January 22, 2016

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.

BD
CRD#: 102920
WESTERVILLE, OH
Past

December 5, 2006 - December 7, 2009

NATIONWIDE INVESTMENT ADVISORS, LLC

RIA
CRD#: 142373
COLUMBUS, OH
Past

September 10, 2004 - December 5, 2006

NATIONWIDE INVESTMENT SERVICES CORPORATION

RIA
CRD#: 7110
COLUMBUS, OH
Past

March 1, 2000 - May 17, 2010

NATIONWIDE INVESTMENT SERVICES CORPORATION

BD
CRD#: 7110
COLUMBUS, OH
Past

October 20, 1998 - February 1, 1999

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

October 20, 1998 - February 1, 1999

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

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 | 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
(3/2/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/20/2005
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 3/9/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/6/1998
General Securities Representative Examination

Current Firm

HAMILTON CAPITAL
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)
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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 (36 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

HAMILTON CAPITAL PART 2A BROCHURE - WEALTH MANAGEMENT (3/31/2025)
HAMILTON CAPITAL PART 2A BROCHURE - RETIREMENT PLANS/INSTITUTIONAL (3/31/2025)

Regulatory assets under management

Total Number of Accounts9,076
AUM (Assets Under Management)$ 4,381,851,944

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
01/27/2026
Cover Page
Report
10/25/2024
Cover Page
Report
07/28/2023
Cover Page
Report

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.

Company Information

HAMILTON CAPITAL

HAMILTON CAPITAL

CRD#: 109116Columbus, OH 43220

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