Maximilian A. Minehart
Professional summary
Maximilian Allen Minehart, who also goes by Max Minehart, is a registered financial advisor currently at HAMILTON CAPITAL located in Columbus, Ohio.
Maximilian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Maximilian has worked at 2 firms and has passed the Series 65, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Maximilian Allen Minehart's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 22, 2023 - Present
HAMILTON CAPITAL
Office #1: 5025 Arlington Centre Blvd Suite 300, Columbus, OH 43220August 3, 2015 - June 21, 2018
RAYMOND JAMES FINANCIAL SERVICES, INC.
Primary Firm SEC Registration
HAMILTON CAPITAL
CRD#: 109116 / SEC#: 801-54611
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/22/2023)
Exams
Current Firm
HAMILTON CAPITAL
CRD#: 109116 / SEC#: 801-54611
Contact information
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.
