Courtney Erin Saddler
Investment adviser representative at Hamilton Capital
12 yearsExperience
1 stateRegistered in
$4.9BFirm assets
29 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Hamilton Capital, LLCAug 2022 to now
- Pentegra Distributors, Inc.Nov 2020 to Jul 2022
- Pentegra Services, Inc.Nov 2020 to Jul 2022
- Nationwide Investment Services CompanyApr 2014 to Nov 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (OH).
Hamilton Capital
Legal name: Hamilton Capital, LLC
$4.9BAssets managed
2,963Clients
60Advisers
29 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6334270
- Firm CRD
- 109116