Unclaimed Profile

Timothy Michael Montague

HAMILTON CAPITAL MANAGEMENT INC·COLUMBUS, Ohio

Series 7, Series 63Clean record26 years registeredHAMILTON CAPITAL MANAGEMENT INC

5025 ARLINGTON CENTRE BLVD, COLUMBUS, OH 43220CRD# 2284712Firm CRD# 109116

Profile Verification

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

Identity

Timothy Michael Montague · COLUMBUS, OH

Registration

CRD #2284712 · HAMILTON CAPITAL MANAGEMENT INC · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: HAMILTON CAPITAL MANAGEMENT INC

HAMILTON CAPITAL

Dec 1999 – Jul 2019

COLUMBUS, OH

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · December 10, 1999

Years registered · 26

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 Timothy Michael Montague offer?

Timothy Michael Montague specializes in Financial Planning, Investment Management, Wealth Management.

What are Timothy Michael Montague's credentials?

Timothy Michael Montague is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Timothy Michael Montague located?

Timothy Michael Montague is based in COLUMBUS, Ohio, last registered with HAMILTON CAPITAL MANAGEMENT INC.

How does Timothy Michael Montague charge for services?

Timothy Michael Montague'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 MANAGEMENT INC?

HAMILTON CAPITAL MANAGEMENT INC 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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