Matthew D. Eltringham

BENCHMARK WEALTH MANAGEMENT

CINCINNATI, OH 45202

Some features on this profile are disabled

CRD#: 6484148

Professional summary

Matthew David Eltringham, CFP®, who also goes by Matthew D Eltringham, is a registered financial advisor currently at BENCHMARK WEALTH MANAGEMENT located in Cincinnati, Ohio.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Matthew has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matthew D Eltringham

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.

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 Fixed Insurance Sales, Loveland OH, 4 hours per month

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew David Eltringham's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2017

Experience

Current

October 23, 2018 - Present

BENCHMARK WEALTH MANAGEMENT

Office #1: 308 E 8th Street Suite 300, Cincinnati, OH 45202

RIA

CRD#: 298885

CINCINNATI, OH

Past

July 12, 2018 - October 26, 2018

BENCHMARK INVESTMENT ADVISORS LLC

RIA

CRD#: 159705

Loveland, OH

Past

January 3, 2017 - July 3, 2018

WEALTHQUEST CORPORATION

RIA

CRD#: 141473

Chicago, IL

Past

July 7, 2015 - January 4, 2017

FIFTH THIRD SECURITIES, INC.

RIA

CRD#: 628

CHICAGO, IL

Past

May 6, 2015 - January 4, 2017

FIFTH THIRD SECURITIES, INC.

CRD#: 628

CHICAGO, IL

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".

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

Florida
(11/28/2023)

IAR

Ohio
(10/23/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/7/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 1/4/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/6/2015

General Securities Representative Examination

Current Firm

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

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BENCHMARK WEALTH MANAGEMENT FORM ADV PART 2A (10/30/2025)

Regulatory assets under management

Total Number of Accounts	325
AUM (Assets Under Management)	$ 146,014,479

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Jamie Powell

CAPITAL ADVISORY SERVICES, LLC

IAR

West Chester, OH

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Matthew D. Eltringham

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew David Eltringham's CRS (Customer Relationship Summary).

Certified licenses

Experience

BENCHMARK INVESTMENT ADVISORS LLC

WEALTHQUEST CORPORATION

FIFTH THIRD SECURITIES, INC.

FIFTH THIRD SECURITIES, INC.

Primary Firm SEC Registration

BENCHMARK WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 7/7/2015

SIE

Date: 1/4/2017

Series 7

Date: 5/6/2015

Current Firm

BENCHMARK WEALTH MANAGEMENT

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BENCHMARK WEALTH MANAGEMENT

TRUST BUT VERIFY

Similar Advisors