Matthew Swendiman
Crew Capital · Cincinnati, Ohio
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Crew Capital |
|---|---|
| Based in | Cincinnati, Ohio |
| Fee model | Percentage of assets |
| Assets under management | $235.4M across 539 accounts |
| Credentials | ChFC · CFA |
| SEC registration | Investment adviser representative in OH · CRD 2849367 |
| Exams passed | Series 66 (2001) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.crewcapital.com |
How Matthew's firm compares
- Crew Capital's average account is about $437,000, from its Form ADV (assets managed divided by 539 accounts).
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Questions about Matthew
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Crew Capital website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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