Unclaimed Profile

Elias James Caleshu

HAMILTON CAPITAL, LLC·COLUMBUS, Ohio

SIE, Series 7, Series 63, Series 66CFAClean record10 years registeredHAMILTON CAPITAL, LLC

5025 ARLINGTON CENTRE BLVD, COLUMBUS, OH 43220CRD# 6608953Firm CRD# 109116

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Elias James Caleshu · COLUMBUS, OH

Registration

CRD #6608953 · HAMILTON CAPITAL, LLC · 10 years registered

Brand Profile

Not yet started

Career History

HAMILTON CAPITAL

Aug 2019 – present

WEALTHSTONE FAMILY OFFICE LLC

Sep 2018 – Aug 2019

COLUMBUS, OH

HALITE PARTNERS, LLC

Aug 2017 – Aug 2018

COLUMBUS, OH

MORGAN STANLEY

Jun 2016 – Jun 2017

COLUMBUS, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · June 16, 2016

Years registered · 10

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HAMILTON CAPITAL, LLC

CRD 109116 · SEC 801-54611

AUM

$4.2B

Regulatory assets under management

Employees

8,483 client accounts

Services offered by HAMILTON CAPITAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

View all advisors at HAMILTON CAPITAL, LLC →

Introduction

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Frequently Asked Questions

What services does Elias James Caleshu offer?

Elias James Caleshu specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in COLUMBUS, Ohio for a consultation.

What are Elias James Caleshu's credentials?

Elias James Caleshu holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Elias James Caleshu located?

Elias James Caleshu is based in COLUMBUS, Ohio, working with HAMILTON CAPITAL, LLC. Their office serves clients in the COLUMBUS metropolitan area and surrounding communities.

How does Elias James Caleshu charge for services?

Elias James Caleshu's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HAMILTON CAPITAL, LLC?

HAMILTON CAPITAL, LLC has approximately 79 employees and manages $4.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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