Matthew
Swendiman
Crew Capital Management, LTD
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About this Advisor
Matthew Swendiman is a chartered financial consultant and chartered financial analyst working out of Cincinnati, Ohio with 8 years of relevant experience. Swendiman is an employee of Crew Capital Management, LTD. Throughout their career, they have worked at Swendiman Wealth Strategies, Inc, Graydon Compliance Solutions, LLC, Knelman Asset Management Group, LLC, Visionary Horizons, LLC, Crew Capital Management, LTD, First Capital Advisors Group, LLC, Mrm Capital Asset Management, LLC, Queen City Capital Management, LLC, Kindred Spirits Investment Management, LLC, Walrus Partners, LLC, Morse Capital Partners, John Dovich & Associates, Its Asset Management, Foundry Partners, LLC, First Capital Investment Partners, Eudaimonia Partners, Zermatt Wealth Partners, Pension Partners, Crew Capital Management, Jcm Financial Services Consulting, LLC, F/M Acceleration, F/M Investments and Key Bridge Compliance. Swendiman maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Ohio. Crew Capital Management, LTD is a registered investment company operating in Cincinnati, Ohio. It has offices in two locations and a total of seven employees. It handles $164 million in assets under management across its 469 customer accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 469 customer accounts, 31% are held by high-net-worth individuals who have at least $1 million in investable assets. The company performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial management largely vary depending on the type of services. However, fee types billed by Crew Capital Management, LTD can include any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Crew Capital Management, LTD Brokerage Details
$164,288,713
7
469
$350,296
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Matthew Swendiman Work History
Matthew has been registered as a financial advisor for 8 years.*
F/M Acceleration
F/M Investments
Key Bridge Compliance
Crew Capital Management
Jcm Financial Services Consulting, LLC
Morse Capital Partners
First Capital Investment Partners
Eudaimonia Partners
Zermatt Wealth Partners
Pension Partners
Its Asset Management
Foundry Partners, LLC
Visionary Horizons, LLC
First Capital Advisors Group, LLC
Mrm Capital Asset Management, LLC
Queen City Capital Management, LLC
John Dovich & Associates
Graydon Compliance Solutions, LLC
Knelman Asset Management Group, LLC
Crew Capital Management, LTD
Kindred Spirits Investment Management, LLC
Walrus Partners, LLC
Swendiman Wealth Strategies, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Matthew Swendiman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Crew Capital Management, LTD
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Covington, KY
Cincinnati, OH
Cincinnati, OH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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