Daniel Means Harkin

Employer firm

Hamilton Capital CRD 109116

$4.94B regulatory AUM 8 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2022 → 12/2025
  Hamilton Captial, Llc
  Columbus, OH
• 07/2019 → 05/2022
  Morgan Stanley
  Columbus, OH
• 05/2018 → 08/2018
  Ubs
  Cincinnati, OH
• 08/2018 → 07/2019
  Osu
  Columbus, OH
• 08/2017 → 05/2018
  Osu
  Columbus, OH
• 05/2017 → 08/2017
  Phantom Pools
  Columbus, OH
• 08/2016 → 05/2017
  Osu
  Columbus, OH
• 01/2026 → Present
  Hamilton Capital, Llc
  Columbus, OH

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-10-31

Designations

• Certified Financial Planner

Other Names

• Daniel Harkin