Swords Capital Management, LLC

Overview

Swords Capital Management, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients and small businesses, providing financial planning and portfolio management. Its client engagement model includes fee arrangements based on a percentage of assets under management, as well as hourly and fixed-fee engagements. The firm does not position itself as a capital allocator; instead it relies on third-party managers and externally managed products. Investment activity tilts toward publicly offered vehicles and third-party-managed strategies rather than proprietary products. The adviser is not active on ESG mandates and is not structured as a multi-state advisory platform. Advisory services emphasize customized planning and discretionary portfolio management for a concentrated client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices