Conolly Boughner
Investment adviser representative at Hamilton Capital
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.9BFirm assets
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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
10 years in the industry.
- Hamilton Capital, LLCApr 2023 to now
- Keybanc Capital Markets Inc.Jul 2019 to Mar 2023
- UnemployedAug 2018 to Jul 2019
- KeycorpJun 2018 to Aug 2018
- Pds PlanningAug 2017 to Jun 2018
- Riverpoint Capital ManagementMay 2017 to Aug 2017
- Diamond Hill Capital ManagementJan 2017 to May 2017
- Morgan StanleyAug 2016 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- 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
- 6646825
- Firm CRD
- 109116