Courtney Erin Saddler

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

• 04/2014 → 11/2020
  Nationwide Investment Services Company
  Dublin, OH
• 11/2020 → 07/2022
  Pentegra Services, Inc.
  White Plains, NY
• 11/2020 → 07/2022
  Pentegra Distributors, Inc.
  White Plains, NY
• 08/2022 → Present
  Hamilton Capital, Llc
  Columbus, OH

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-04-03

Other Names

• Courtney Erin Kennington