Swmg, LLC

Overview

Swmg, LLC is an independent registered investment adviser formed as an LLC and SEC-registered in 2019. The firm is owned by an individual and focuses on serving individual and family clients, combining portfolio management with financial planning and client education. Its advisory services include ongoing portfolio management for individuals and small businesses, financial planning services, and running educational seminars or workshops. Fee arrangements are flexible: the firm charges asset-based fees and also uses hourly and fixed-fee billing depending on the engagement. Swmg does not position itself as a capital allocator and is not identified as an active ESG investor. It is affiliated with an insurance company and does not present itself as a multi-state adviser, pension consultant, or related-adviser network in the source data.

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Public Holdings

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Location & Offices