# Matthew Swendiman

> Matthew Swendiman is a fee-only financial advisor at Crew Capital in Cincinnati, Ohio, who holds the ChFC and CFA credentials. Matthew charges a percentage of assets and focuses on retirement planning, estate & legacy planning and tax planning.

Page: https://find.wellspent.co/advisors/matthew-swendiman/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Crew Capital
- **Based in:** Cincinnati, Ohio
- **Fee model:** Percentage of assets
- **Assets under management (firm):** $235.4M across 539 accounts
- **Credentials:** ChFC, CFA
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 2849367 (https://adviserinfo.sec.gov/individual/summary/2849367)
- **SEC registration:** Investment adviser representative in OH
- **Exams passed:** Series 66 (2001)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** http://www.crewcapital.com

## Frequently asked questions

### Is Matthew Swendiman a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Crew Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Matthew charge for financial advice?

Matthew charges a percentage of assets.

### Where is Matthew Swendiman based?

Matthew Swendiman is based in Cincinnati, Ohio.

### What does Matthew specialize in?

Matthew's specialties include retirement planning, estate & legacy planning and tax planning. Matthew works with retirees and pre-retirees.

### What credentials does Matthew Swendiman hold?

Matthew Swendiman holds the ChFC and CFA credentials.

### Is Matthew Swendiman registered with the SEC?

Yes. Matthew Swendiman is registered as an investment adviser representative in OH (CRD 2849367), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Crew Capital manage?

Crew Capital reports $235.4M across 539 accounts in assets under management.

### How do I contact Matthew Swendiman?

Through Matthew's website, www.crewcapital.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2849367): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://crewcapital.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.