SWS PARTNERS, LLC

CRD 281838 · SEC 801-107254

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230 WEST STREET, SUITE 500, COLUMBUS, OH, 43215, United States

Phone

614-670-5733

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$442.6M

Discretionary AUM

$442.6M

Team

6 total employees; 5 advisory reps

Clients

51-100

Fees

Percentage of AUM; Fixed fees; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisersDATA AGGREGATION & REPORTING FOR FAMILY OFFICE

Client types

Type	Clients	AUM
Individuals	60	$25.7M
High net worth individuals	89	$373.0M
Pooled investment vehicles	6	$10.8M
Corporations/business entities	2	$33.0M

States served

CA, IL, IN, OH, SC, TX, FL

All web addresses on file

https://www.facebook.com/SWSPartners/
HTTPS://www.swspartners.com
https://twitter.com/sws_partners
HTTPS://www.linkedin.com/company/sws-partners-llc

Official SEC filing: View on IAPD