Matthew Ashley Swendiman
Investment adviser representative at Crew Capital Management, Ltd.
9 yearsExperience
1 stateRegistered in
ChFC®, CFADesignations
$235.4MFirm assets
Are you Matthew Ashley Swendiman? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
9 years in the industry.
- Key Bridge ComplianceAug 2019 to now
- Jcm Financial Services Consulting, LLCNov 2018 to now
- Crew Capital Management, Ltd.Sep 2015 to now
- F/m InvestmentsJul 2019 to Apr 2023
- F/m AccelerationJul 2019 to Jan 2023
- Zermatt Wealth PartnersDec 2017 to Nov 2018
- Eudaimonia PartnersNov 2017 to Nov 2018
- First Capital Investment PartnersSep 2017 to Nov 2018
- Morse Capital PartnersMar 2017 to Nov 2018
- Pension PartnersJan 2017 to Nov 2018
- Foundry Partners, LLCAug 2016 to Nov 2018
- Its Asset ManagementJun 2016 to Jan 2017
- John Dovich & AssociatesNov 2015 to Nov 2018
- First Capital Advisors Group, LLCAug 2015 to Nov 2018
- Queen City Capital Management, LLCJul 2015 to Mar 2017
- Kindred Spirits Investment Management, LLCMay 2014 to Nov 2018
- Graydon Compliance Solutions, LLCApr 2014 to Nov 2018
Designations
- ChFC®
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (OH).
Crew Capital Management, Ltd.
$235.4MAssets managed
203Clients
4Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2849367
- Firm CRD
- 125402