SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Benchmark Wealth Management
Cincinnati, OH
Eltringham Wealth Partners, LLC, CRD 298885
Firm filing updated March 24, 2026 ·
- $179MAssets
- 4Advisory staff
- 286Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals39
- High net worth individuals37
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 39 | $10.6 million |
| High net worth individuals | 37 | $167.4 million |
| Corporations or other businesses not listed above | Fewer than 5 clients | $1.0 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other: "BUSINESS CONSULTING"
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other: "BUSINESS CONSULTING"
Assets and accounts
- Regulatory assets$179.0 million
- Accounts286
- Discretionary$178.2 million · 279 accounts
- Non-discretionary$874,747 · 7 accounts
People
- Employees6
- Advisory staff4
- Broker-dealer reps0
- Licensed insurance agents4
- Planning clients51 to 100
Advisors
2 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Eltringham Wealth Partners, LLC SEC-registered investment advisor. CRD 298885, SEC file 801-130610.
- Registered with the SEC as an investment advisor (status date on record: July 3, 2024).
Is Benchmark Wealth Management a fiduciary?
Short answer: Benchmark Wealth Management is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
4 staff are licensed insurance agents.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.