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| Strategic Wealth Partners Group LLC
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| CRD # | 174052 |
| SEC # | 801-80683 |
| CIK # | 0001720777, 0001682677 |
| AUM | |
| Employees | 45 (49% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 224-632-1600 |
| Address | 520 Lake Cook Road Deerfield, IL 60015 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
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| Account Minimums and Types of Clients — Form ADV Part 2A (4/26/2024) [Brochure] |
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Item 7. Types of Clients The Firm provides services to individuals, high net worth individuals, retirement accounts, ERISA plans, charitable organizations, corporations and other businesses. Minimum Account Size or Fee: As a condition for starting and maintaining a relationship, SWP generally imposes a minimum portfolio size of $1,000,000. The Firm, in its sole discretion, may accept clients with smaller portfolios based upon certain criteria including anticipated future earning capacity, anticipated future additional assets, dollar amount of assets to be managed, related accounts, account composition, pre-existing clients, account retention, and pro bono activities. SWP only accepts clients with less than the minimum portfolio size if, in the sole opinion of the Firm, the smaller portfolio size will not cause a substantial increase of investment risk beyond the client's identified risk tolerance. SWP may aggregate the portfolios of family members to meet the minimum portfolio size. |
| CIK | Period |
|---|---|
| 0001720777 0001682677 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 42.1 | ||
| Apple Inc | 37.8 | ||
| Alphabet Inc | 37.7 | ||
| Broadcom Inc | 27.1 | ||
| Nvidia Corp | 18.6 | ||
| AMB Property Corp | 18.4 | ||
| Facebook Inc | 18.0 | ||
| International Business Machines Corp | 17.9 | ||
| J P Morgan Chase & Co | 17.7 | ||
| Oracle Corp | 16.8 | ||
| STMicroelectronics NV | 16.5 | ||
| United Technologies Corp /DE/ | 16.3 | ||
| Astrazeneca PLC | 16.3 | ||
| Philip Morris International Inc | 15.4 | ||
| Blackstone Group LP | 14.7 | ||
| TJX Companies Inc /DE/ | 13.9 | ||
| FPL Group Inc | 13.5 | ||
| AbbVie Inc | 13.1 | ||
| American Express Co | 13.0 | ||
| Amazon Com Inc | 13.0 | ||
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| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | SWP Strategic Income LLC | [2017-03-29] | 5.9 M | 13.2 M |
| Filed 2014-01-02 (D) · Exemption 506(c) · Minimum $100,000 · Remaining Indefinite · Duration One year or less · Net Assets $5,000,001 - $25,000,000 | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 490 | 0.2 |
| (b) Individuals (high net worth individuals) | 586 | 3.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 16 | 0.0 |
| (h) Charitable organizations | 5 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 6,045 | 3.5 |
| By Discretionary | ||
| Discretionary | 5,996 | 3.4 |
| Non-Discretionary | 49 | 0.0 |
| Total | 6,045 | 3.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.5 | |
| Total | 6,045 | 3.5 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| David Copeland | Executive Officer | 25 | 4 | |
| Neal Price | Executive Officer | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001682677] | |
| 13F-HR | [0001720777] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.2B |
| Clients | 84 (1 non-US) |
| Serves | Institutional, Retail |