|
⚲
|
| Keyboard |
| SWMG Holdings LLC
✚
|
|
|---|---|
| CRD # | 285713 |
| SEC # | 801-109974 |
| CIK # | 0001736666 |
| AUM | 428.5 M (2026-04-06) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 678-932-2500 |
| Address | 300 Galleria Parkway Atlanta, GA 30339 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Southern Co | 11.7 | ||
| Kimberly Clark Corp | 7.7 | ||
| Valero Energy Corp/Tx | 7.1 | ||
| Johnson & Johnson | 6.8 | ||
| Williams Companies Inc | 6.1 | ||
| Microsoft Corp | 6.1 | ||
| Chevron Corp | 5.8 | ||
| Nvidia Corp | 5.8 | ||
| Cisco Systems Inc | 5.4 | ||
| AbbVie Inc | 5.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 359 | 199.4 |
| (b) Individuals (high net worth individuals) | 105 | 229.1 |
| (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 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,311 | 428.5 |
| By Discretionary | ||
| Discretionary | 1,311 | 428.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,311 | 428.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 428.5 | |
| Total | 1,311 | 428.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001736666] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 7 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Castle Wealth Management LLC
✚
|
FL | 430.1 M |
|
Shayne & Jacobs LLC
✚
|
TN | 429.5 M |
|
Symphony Financial Services Inc
✚
|
OH | 428.7 M |
|
Lawson Kroeker Investment Management Inc
✚
|
NE | 428.6 M |
|
Blue Water Asset Management LLC
✚
|
MI | 428.5 M |
|
Providence Financial Advisors LLC
✚
|
KS | 428.1 M |
|
Haven Private LLC
✚
|
FL | 428.1 M |
|
Kerux LLC
✚
|
CA | 428.0 M |
|
McCarter Private Wealth Services LLC
✚
|
MA | 427.7 M |
|
Coordinated Financial Services Inc
✚
|
CO | 427.3 M |