Keith D. Copeland
HAMILTON CAPITAL
Columbus, OH 43220
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CRD#: 6737450
Professional summary
Keith David Copeland, CFP® is a registered financial advisor currently at HAMILTON CAPITAL located in Columbus, Ohio.
Keith is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Keith has worked at 1 firm .
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.
1. CPA FIRM (THE TLC GROUP, LEWIS CENTER, OH) (CLOSING FIRM), I WILL BE PAID ON AN HOURLY BASIS TO PROVIDE MANAGEMENT SERVICES FOR EMPLOYEES AND ADVISORY SERVICES/SUBJECT MATTER EXPERTISE TO CLIENTS AS A PART OF THE TRANSITION OF THE TLC GROUP. Name changed to TLC Legacy Ltd. I still maintain 100% ownership though this business will close completely in 2022. 2. ACTUAL BREWING COMPANY LLC - 1% passive interest terminated 12/31/2018. 3. 33 North Sandusky LLC - 50% interest. Ownership of rental commercial real estate in Delaware, Ohio. Activity taxed as a partnership. 4. Buckeye Apres Ski LLC - 50% interest. Ownership of vacation rental real estate in Keystone, Colorado. Activity taxed as a partnership. 5. Board of Directors Member, Delaware County Foundation (as of fall 2021). 6. Board of Trustees Member, Reset Inc. (as of fall 2018).
CRS (Client Relationship Summary) - RIA
Click below to view Keith David Copeland'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: 2016
Experience
Current
January 6, 2017 - Present
HAMILTON CAPITAL
Office #1: 5025 Arlington Centre Blvd Suite 300, Columbus, OH 43220RIA
CRD#: 109116
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(1/6/2017)
IAR
Texas(2/28/2023)
Exams
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)Upgrade to AdvisorCheck Premium
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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
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Check for any disclosures as part of your thorough research when choosing an advisor.
