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| Swisher Financial Concepts Inc
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| CRD # | 121384 |
| SEC # | 801-115211 |
| CIK # | 0001947503 |
| AUM | 317.0 M (2026-03-12) |
| Employees | 8 (62% Investors, 25% Brokers) |
| Phone | 614-890-1930 |
| Address | 612 Office Parkway Westerville, OH 43082 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001947503 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| AbbVie Inc | 11.3 | ||
| Apple Inc | 6.4 | ||
| Abbott Laboratories | 5.3 | ||
| Microsoft Corp | 3.8 | ||
| Amazon Com Inc | 3.7 | ||
| Alphabet Inc | 1.7 | ||
| Broadcom Inc | 1.6 | ||
| iShares Comex Gold Trust | 1.4 | ||
| Philip Morris International Inc | 1.4 | ||
| Nvidia Corp | 1.3 | ||
| iShares Silver Trust | 1.2 | ||
| GE Vernova Inc | 1.2 | ||
| SPDR Gold Trust | 1.2 | ||
| Lilly Eli & Co | 1.1 | ||
| Alphabet Inc | 1.1 | ||
| GS Acquisition Holdings Corp | 1.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 554 | 138.9 |
| (b) Individuals (high net worth individuals) | 86 | 175.6 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.7 |
| (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 | 0 | 1.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,455 | 317.0 |
| By Discretionary | ||
| Discretionary | 1,196 | 198.5 |
| Non-Discretionary | 259 | 118.4 |
| Total | 1,455 | 317.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 317.0 | |
| Total | 1,455 | 317.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001947503] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 9 (1 non-US) |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Wealth Pro Advisors Inc
✚
|
FL | 317.5 M |
|
Family Wealth Planning Partners LLC
✚
|
KY | 317.4 M |
|
BCA Private Wealth Inc
✚
|
SC | 317.3 M |
|
Bison Creek Wealth Management LLC
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|
317.3 M | |
|
Redwood Wealth Management Group LLC
✚
|
NJ | 317.2 M |
|
Vistamark Investments LLC
✚
|
IL | 317.2 M |
|
Mendel Money Management Inc
✚
|
IL | 317.1 M |
|
Blue Barn Wealth LLC
✚
|
UT | 317.1 M |
|
Duet Advisory Services LLC
✚
|
MI | 316.5 M |
|
Salvus Wealth Management LLC
✚
|
NJ | 316.5 M |