Joseph Richard Miller

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

• 02/2022 → 06/2023
  Hamilton Capital, Llc
  Columbus, OH
• 02/2019 → 02/2022
  Ss&C Technologies
  Dublin, OH
• 08/2018 → 01/2019
  Voluntarily Unemployed
  Columbus, OH
• 02/2016 → 07/2018
  Brigade Capital
  New York, NY
• 07/2023 → 12/2025
  Hamilton Capital, Llc
  Columbus, OH
• 01/2026 → Present
  Hamilton Capital, Llc
  Columbus, OH

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-08-01

Designations

• Certified Financial Planner