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Linwood Forrest Hamilton

ON Investment Management Co.

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About Linwood Forrest Hamilton

Linwood Hamilton is a registered investment advisor representative with ON Investment Management Co. Linwood has been in the industry since 1976 and has worked for New England Securities and OHIO NATIONAL FINANCIAL SERVICES. Linwood is currently registered in Florida, Maryland, Ohio, Virginia, and West Virginia. Linwood is a Series 63, Series 65, Series 1, Series 6TO, and SIE licensed advisor. Linwood has experience with providing portfolio management for individuals and businesses and working with clients that include individuals, corporations, trusts, charitable organizations, and pension and profit-sharing plans.

Firm Information

Linwood Hamilton is currently registered with ON Investment Management Co.. ON Investment Management Co. is an investment advisor registered with the SEC with its main office in Cincinnati, Ohio. The firm has 206 licensed agents and manages approximately $2.2 billion in regulatory assets under management for individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm offers financial planning, portfolio management, and other advisory services.
ON Investment Management Co.

ONE FINANCIAL WAY

CINCINNATI, OH 45242

$2.20B

Assets Under Management

275

Total Clients

196

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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morningstar investment services llc, sei, assetmark, brinker capital, bny mellon advisors, inc, symmetry partners, envestnet

Morningstar investment services llc, sei, assetmark, brinker capital, bny mellon advisors, inc, symmetry partners, envestnet

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Linwood Hamilton’s Registration & Firm History

OH

02/28/2014 - Present

ON Investment Management Co. (CINCINNATI OH)

PA

06/10/1976 - 02/24/2014

NEW ENGLAND SECURITIES (PITTSBURGH PA)

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Licenses & Designations

IA

Issued 04/22/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/18/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/15/1976

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Linwood Forrest Hamilton. Review regulatory record here.
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