Adria M. Rosebrock

HAMILTON CAPITAL

COLUMBUS, OH 43220

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CRD#: 5360100

Professional summary

Adria Marie Rosebrock, CFP® is a registered financial advisor currently at HAMILTON CAPITAL located in Columbus, Ohio.

Adria is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Adria has worked at 2 firms and has passed the Series 66 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 Adria Marie Rosebrock'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

Start date: 2012

Experience

Current

July 22, 2014 - Present

HAMILTON CAPITAL

Office #1: 5025 Arlington Centre Blvd. Suite 240, Columbus, OH 43220

RIA

CRD#: 109116

COLUMBUS, OH

Past

August 21, 2007 - June 20, 2014

THRIVENT INVESTMENT MANAGEMENT INC.

RIA

CRD#: 18387

CHANTILLY, VA

Past

July 27, 2007 - June 20, 2014

THRIVENT INVESTMENT MANAGEMENT INC.

CRD#: 18387

CHANTILLY, VA

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
(7/22/2014)

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

State Security Law Exam

IAR

Series 66

Date: 8/19/2007

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 7/26/2007

General Securities Representative Examination

Current Firm

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

SEC notice filing (35 States and Territories)

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 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	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.

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Adria M. Rosebrock

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adria Marie Rosebrock's CRS (Customer Relationship Summary).

Certified licenses

Experience

HAMILTON CAPITAL

THRIVENT INVESTMENT MANAGEMENT INC.

THRIVENT INVESTMENT MANAGEMENT INC.

Primary Firm SEC Registration

HAMILTON CAPITAL

State Registrations and Notice Filings

Exams

Series 66

Date: 8/19/2007

Series 7

Date: 7/26/2007

Current Firm

HAMILTON CAPITAL

Contact information

SEC notice filing (35 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

HAMILTON CAPITAL

TRUST BUT VERIFY

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