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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Millennium Trust
- Clients
- Retail and Institutional
- Platforms
- Oak vertexCatalyst insight +more
- Established Date
- 10-23-2018
- Office Locations
- 1
Office Locations
About Benchmark Wealth Management
Benchmark Wealth Management is a Cincinnati-based RIA serving a select group of individuals and families, including executives and athletes. The team combines comprehensive financial/wealth planning (estate and insurance planning, business succession) with discretionary portfolio management focused on asset allocation, active and tax-efficient strategies using ETF- and mutual fund-based portfolios and fixed income. Clients get 24/7 access to plan and performance via its tech platforms; custodied at Schwab and Fidelity.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DAVID ALLAN ELTRINGHAM
MANAGING DIRECTOR, Wealth Advisor
- CRD
- #4771777
- Ownership
- 50% but less than 75%
MATTHEW David ELTRINGHAM
Chief Compliance Officer, MANAGING DIRECTOR, Wealth Advisor
- CRD
- #6484148
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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RYAN A HOSKINS
--
- CRD
- #4598585
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $178,160,070 | $638,567 |
| Non-Discretionary | $874,747 | $124,964 |
| Total | $179,034,817 | $625,996 |
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Separately Managed Accounts
Total SMA Asset: $179,034,817
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $196,814,504 | 10.1% |
| Public Funds | $263,068,892 | 13.5% |
| Cash | $567,059,611 | 29.1% |
| Municipal Bonds | $181,225,237 | 9.3% |
| U.S. Government/Agency | $189,019,870 | 9.7% |
| Private Funds | $551,470,344 | 28.3% |
| Total | $1,948,658,458 | 100.0% |
13F Holdings | Q1 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MERIDIAN UNISON EMBER | HARBOR QUANTUM | 1DE8HRYPB | EULBP | 12.13% | $39,572,053 |
| TIMBER FOCUS SIGNAL | PEAK SIGNAL | X4AHIILYT | GLXD | 6.15% | $94,892,204 |
| WAVE PATHWAY | EMBER QUANTUM | RNZS1KF3L | EXVN | 9.87% | $54,733,535 |
| BRIDGE CREST MERIDIAN | MOMENTUM CAPITAL | KOKFWHWGZ | DRVX | 6.96% | $59,049,428 |
| GLACIER SIGNAL LEGACY | PRIME EAGLE | ND3XX2WAF | IDTUY | 4.25% | $29,426,016 |
| HORIZON SIGNAL ALPHA | MOMENTUM ELEMENT | IMR94BEK1 | CIXJX | 3.37% | $44,071,521 |
| LEGACY QUANTUM PEAK | ALPHA VITAL | CLSHDYXKJ | RGP | 4.65% | $106,645,382 |
| FUSION INSIGHT | CREST SUMMIT | 6U8LECSIU | LZE | 0.85% | $1,449,019 |