Carrie Ann Thompson

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

• 06/2016 → 05/2018
  Hamilton Capital Management, Inc.
  Columbus, OH
• 05/2018 → 09/2019
  Hamilton Capital Management
  Columbus, OH
• 10/2019 → 12/2021
  Hamilton Capital, Llc
  Columbus, OH
• 01/2022 → 12/2025
  Hamilton Capital, Llc
  Columbus, OH
• 01/2026 → Present
  Hamilton Capital, Llc
  Columbus, OH

Previous Registrations

• 2012-02-14 → 2016-06-24
  Steele Investment Counsel, Ltd.
  Columbus, OH

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-05-07
• S63 Uniform Securities Agent State Law Examination
  1992-03-21

Designations

• Certified Financial Planner

Other Names

• Carrie Ann Taylor
• Carrie A Taylor