Matthew
Swendiman
Crew Capital Management, LTD
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About this Advisor
Matthew Swendiman is a financial advisor based in Cincinnati, Ohio, working with Crew Capital Management, LTD. Matthew has previously held positions 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. Matthew has passed the Series 66 regulatory exam and is registered to provide services in Ohio. Currently, Matthew is part of Crew Capital Management, LTD, which operates out of Cincinnati, Ohio. The firm has 3 offices and 7 employees. The firm manages assets totaling $183.1 million and serves high-net-worth clients. The services offered by the firm include 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. The fee structure at Crew Capital Management, LTD includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Crew Capital Management, LTD Brokerage Details
$183,099,087
7
191
$958,634
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
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
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
Cincinnati, OH
Covington, KY
Cincinnati, OH
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