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Benchmark Wealth Management

Cincinnati, OHSEC-registered investment adviserCRD 298885

Filed as BENCHMARK WEALTH MANAGEMENT · Legal name Eltringham Wealth Partners, LLC

Benchmark Wealth Management is an SEC-registered investment advisory firm in Cincinnati, OH, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

2 years
registered since 2024
$179,034,817
assets under management
2 arrangements
Percentage of assets, Fixed fees
None
disclosure items (Item 11)

Quick answers

From the filing

How is Benchmark Wealth Management compensated?

On its Form ADV (Item 5.E, October 2026), Benchmark Wealth Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

Where is Benchmark Wealth Management located?

Benchmark Wealth Management's principal office is in Cincinnati, OH, according to its Form ADV.

Is Benchmark Wealth Management registered with the SEC or a state?

Benchmark Wealth Management is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 298885.

How much does Benchmark Wealth Management manage?

Benchmark Wealth Management reports $179,034,817 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary).

How have Benchmark Wealth Management's assets and staff changed since 2024?

In the Form ADV data for Benchmark Wealth Management: Regulatory assets under management: $120,561,205 in the October 2024 data and $179,034,817 in the October 2026 data, up 49%. Total employees: 5 in October 2024 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Benchmark Wealth Management serve?

By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (39); high net worth individuals (37).

Which custodians does Benchmark Wealth Management use?

Benchmark Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

Does Benchmark Wealth Management report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/298885

What changed in Benchmark Wealth Management's recent Form ADV filings?

In the April 2026 filing data: Employees performing advisory functions went from 3 to 4. Regulatory assets under management went from $146,014,479 to $179,034,817 (+23%).

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

See the firm's brochure (dated March 24, 2026) for its fees and any account minimum, on the SEC's IAPD site.

Regulatory assets under management

Item 5.F
$179,034,817

$179,034,817 as of October 2026, filing dated March 24, 2026.

Discretionary: $178,160,070.Non-discretionary: $874,747.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 39 Assets $10,648,996 (6%)
High net worth individuals
Clients 37 Assets $167,351,064 (93%)
Corporations or other businesses not listed above
Clients Fewer than 5 Assets $1,034,757 (1%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other

Registration and firm details

Items 1, 2, 5
Legal name
Eltringham Wealth Partners, LLC
Also doing business as
BENCHMARK WEALTH
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2024 (2 years)
Employees
Total: 6. Performing investment advisory functions: 4.
Wrap fee program participation
No.
Custodians (Schedule D, Section 5.K(3))

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

States registered or notice-filed
2 states or jurisdictions
FLOH

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$121M 2024 $146M 2025 $179M 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$179,034,8176March 24, 2026
October 2025$146,014,4796March 21, 2025
October 2024$120,561,2055June 4, 2024

Regulatory assets under management: $120,561,205 in the October 2024 data and $179,034,817 in the October 2026 data, up 49%.

Total employees: 5 in October 2024 and 6 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. April 2026
    • Employees performing advisory functions went from 3 to 4.
    • Regulatory assets under management went from $146,014,479 to $179,034,817 (+23%).

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
benchmark-wealth.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Benchmark Wealth Management (CRD 298885): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/benchmark-wealth-management-cincinnati-oh-298885