Swbc Investment Advisory Services LLC

Overview

Swbc Investment Advisory Services LLC is an institutional registered investment adviser that has been SEC-registered since 2011. The firm is organized as a limited liability company with ownership listed as a combination of a domestic entity and an individual. Its client focus is institutional accounts and its service offering includes pension consulting and educational seminars/workshops. Compensation is billed via a mix of percentage-of-AUM and fixed fees. The firm's snapshot flags it as a pension consultant and indicates it is not an active ESG investor. It is also not identified as a capital allocator or a related adviser. Industry affiliations cited in source material include relationships with a broker-dealer, other investment advisers, an insurance company and a real estate broker, which aligns with a practice geared toward institutional plan sponsors and related intermediaries.

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Location & Offices