Hamilton Capital LLC
advisor9 known aliases resolved via the canonical alias map
Market position · 2024
Plans served12+1 YoYRank #1380 of mapped providers
Assets under administration$19.4B0.0%Market share · rank #698
Fees received$400,683Median $9,185/planSum across Schedule C direct + indirect
Net wins YoY+16 won · 5 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Hamilton Capital LLC plan look like?
Service mix · median fees per plan
Count of plans where Hamilton Capital LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (participants); Direct payment from the planCode 26 | 8 | $8,633 | |
Investment advisory (plan)Code 27 | 2 | $27,661 | |
Investment management; Other insurance wrap fees; Float revenue; Distribution (12b-1) fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Investment advisory (participants); Soft dollars commissionsCode 15 | 1 | $76,269 | |
Other feesCode 99 | 1 | $5,056 |
Competitor overlap
Percent of Hamilton Capital LLC's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Hamilton Capital LLC.
| Sponsor | From | Assets |
|---|---|---|
SERVICE CORPORATION INTLTX · 741488375-002 | Charles Schwab | $1.8B |
MIDWEST PHYSICIAN ADMINISTRATIVE SERVICES, LLC, D/B/A DULY HEALTH ANDIL · 453237183-004 | Pentegra Retirement Services Inc. | $1.1B |
HNTB HOLDINGS LTD.MO · 562422024-002 | William Rothberg, P.C. | $623M |
ICE MILLER LLPIN · 350874357-003 | Charles Schwab | $371M |
ASSETGENIE, INC.PA · 810681903-001 | (new plan) | $11M |
MKSK, INC.OH · 832731940-001 | (new plan) | $10M |
Plans lost in 2024
Appeared last year under Hamilton Capital LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
PLUMBERS & PIPEFITTERS LOCAL NO 189 AND MCACOOH · 310894807-003 | Ogletree Deakins | $183M |
PLUMBERS & PIPEFITTERS LOCAL NO 189 AND MCACOOH · 310894807-001 | Segal Marco Advisors | $173M |
TOLEDO AREA SHEET METAL WORKERS PENSION PLAN JOINT BOARD OF TRUSTEEMI · 346682530-001 | Hamlin Capital Management | $44M |
INTERIOR SUPPLY, INC.OH · 311248412-001 | ADP | $16M |
CARCORP, INC.OH · 311304392-001 | (new plan) | $67,218 |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
SOUTHWEST AIRLINES COMPANYTX · 741563240-003 | $11.6B | 13,086 | $121,583 | 9y | 1 |
NETJETS AVIATION, INC.OH · 310682096-001 | $2.5B | 4,530 | $11,980 | 7y | 1 |
SERVICE CORPORATION INTLTX · 741488375-002 | $1.8B | 27,861 | $5,885 | 1y | 1 |
MIDWEST PHYSICIAN ADMINISTRATIVE SERVICES, LLC, D/B/A DULY HEALTH ANDIL · 453237183-004 | $1.1B | 8,800 | $5,056 | 1y | 2 |
NETJETS INC.OH · 510383060-001 | $836M | 4,194 | $8,110 | 4y | 1 |
HNTB HOLDINGS LTD.MO · 562422024-002 | $623M | 8,421 | $5,429 | 1y | 1 |
VORYS, SATER, SEYMOUR AND PEASE LLPOH · 314333125-002 | $436M | 1,083 | $93,785 | 10y | 2 |
ICE MILLER LLPIN · 350874357-003 | $371M | 916 | $8,407 | 1y | 1 |
TOM JAMES COMPANYTN · 351285878-001 | $126M | 1,874 | $8,858 | 6y | - |
VAN MICHAEL SALON, INC.GA · 581578856-001 | $28M | 395 | $76,269 | 3y | 1 |
Flag exposure
91.7%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (9)
Raw Schedule C names collapsed into Hamilton Capital LLC.
- COMPUTERSHARE US SER
- COMPUTOL INC
- HAMILTON CAPITAL
- HAMILTON CAPITAL LLC
- HAMILTON CAPITAL MANAGEMENT
- HAMILTON CAPITAL MANAGEMENT INC
- HAMILTON CAPITAL MANAGEMENT INC.
- HAMILTON CAPITAL MANAGEMENT, INC.
- HAMILTON CAPITAL PARTNERS
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Hamilton Capital LLC's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 3 | 25.00% | 1.71% | +23.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 9 | 75.00% | 1.76% | +73.24 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Hamilton Capital LLC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Hamilton Capital LLC's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Frost Brown Todd LLC | 1 | 8.3% |