Evan J. Keeslar

HAMILTON CAPITAL

Columbus, OH 43220

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CRD#: 6656382

Professional summary

Evan James Keeslar, CFP®, who also goes by Evan J. Keeslar, is a registered financial advisor currently at HAMILTON CAPITAL located in Columbus, Ohio.

Evan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Evan has worked at 3 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Evan J. Keeslar

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 Evan James Keeslar'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: 2021

Experience

Current

September 20, 2021 - Present

HAMILTON CAPITAL

Office #1: 5025 Arlington Centre Blvd Suite 300, Columbus, OH 43220

RIA

CRD#: 109116

Columbus, OH

Past

April 4, 2018 - September 2, 2021

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.

CRD#: 102920

COLUMBUS, OH

Past

July 18, 2016 - April 4, 2018

JPMORGAN DISTRIBUTION SERVICES, INC.

CRD#: 104234

COLUMBUS, OH

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
(9/20/2021)

IAR

Texas
(2/28/2023)

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

Series 63

Date: 6/27/2016

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/18/2017

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/18/2016

Investment Company Products/Variable Contracts 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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Advisor Monitoring

Firm Stability Insights

Evan J. Keeslar

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Evan James Keeslar's CRS (Customer Relationship Summary).

Certified licenses

Experience

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.

JPMORGAN DISTRIBUTION SERVICES, INC.

Primary Firm SEC Registration

HAMILTON CAPITAL

State Registrations and Notice Filings

Exams

Series 63

Date: 6/27/2016

SIE

Date: 10/1/2018

Series 7

Date: 4/18/2017

Series 6

Date: 7/18/2016

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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