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David A. Eltringham
BENCHMARK WEALTH MANAGEMENT
CINCINNATI, OH 45202
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CRD#: 4771777
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Professional summary
David Allan Eltringham is a registered financial advisor currently at BENCHMARK WEALTH MANAGEMENT located in Cincinnati, Ohio.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. David has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. Stepping Stones, Board of Trustees. Not investment related. January 2016-present. 5650 Given Road Cincinnati, OH 45243 2. RISK MANAGEMENT ASSOCIATION -NOT INVESTMENT RELATED - 1801 MARKET ST - PHILADELPHIA, PA 19103 - 2005 to present NOT-FOR-PROFIT MEMBER-DRIVEN PROFESSIONAL ASSOCIATION - INSTRUCTOR - 2 HRS/MO - WILL NOT INTERFERE WITH DUTIES AT FIRM - TEACH LENDING TO WEALTHY INDIVIDUAL CLIENTS 3. Back2Back Ministries - Mission Trip Coordinator - Not investment related. 2013 - present. 8118 Corporate Way #103, Mason Ohio 45040 4. Citylink - Instructor - Not investment related. June 2015 - present. 800 Bank Street Cincinnati, OH 45214. 5. Maketewah Country Club. Member. Not investment related. 2014 to present. 5401 Reading Road Cincinnati, Oh 45237 6. Insurance sales. Loveland, OH 7. The Evan McPherson Foundation, Inc. Non-profit organization Consult the organization on operations, events and financial matters Officer 2 hours per month not investment related since 01/2025
CRS (Client Relationship Summary) - RIA
Click below to view David Allan Eltringham's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
October 23, 2018 - Present
BENCHMARK WEALTH MANAGEMENT
Office #1: 308 E 8th Street Suite 300, Cincinnati, OH 45202RIA
CRD#: 298885
CINCINNATI, OH
Past
July 12, 2018 - October 26, 2018
BENCHMARK INVESTMENT ADVISORS LLC
RIA
CRD#: 159705
Loveland, OH
Past
January 4, 2017 - July 3, 2018
WEALTHQUEST CORPORATION
RIA
CRD#: 141473
CINCINNATI, OH
Past
April 4, 2011 - October 25, 2016
FIFTH THIRD SECURITIES, INC.
RIA
CRD#: 628
CINCINNATI, OH
Past
February 22, 2006 - October 25, 2016
FIFTH THIRD SECURITIES, INC.
BD
CRD#: 628
CINCINNATI, OH
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BW
BENCHMARK WEALTH MANAGEMENT
BENCHMARK WEALTH | ELTRINGHAM WEALTH PARTNERS, LLC | BENCHMARK WEALTH MANAGEMENT
CRD#: 298885 / SEC#: 801-130610
RIA
Registered Investment Advisory firm - (7/3/2024 Approved)Florida
Registered Investment Advisory firm - (11/28/2023 Approved)Ohio
Registered Investment Advisory firm - (10/23/2018 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Ohio(10/23/2018)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
BW
BENCHMARK WEALTH MANAGEMENT
BENCHMARK WEALTH | ELTRINGHAM WEALTH PARTNERS, LLC | BENCHMARK WEALTH MANAGEMENT
CRD#: 298885 / SEC#: 801-130610
RIA
Registered Investment Advisory firm - (7/3/2024 Approved)Florida
Registered Investment Advisory firm - (11/28/2023 Approved)Ohio
Registered Investment Advisory firm - (10/23/2018 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
308 E 8th Street Suite 300, Cincinnati, OH 45202
Mailing Address
Phone number
(513) 328-0272
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 325 |
| AUM (Assets Under Management) | $ 146,014,479 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
BENCHMARK WEALTH MANAGEMENT
CRD#: 298885Cincinnati, OH 45202TRUST BUT VERIFY
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