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SOUTHWESTERN ADVISORY GROUP LLC
SOUTHWESTERN ADVISORY GROUP, LLC
CRD 282950 · SEC 801-107352
105 EAST ROAD, STEPHENVILLE, TX, 76401, United States
Phone
(254) 968-6428
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$39.4M
Discretionary AUM
$39.4M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-18
Disciplinary history
No
Services
Portfolio management (individuals)Pension consultingSelection of other advisersESTATE SETTLEMENT
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 48 | $19.1M |
| High net worth individuals | 30 | $20.3M |
All web addresses on file
Official SEC filing: View on IAPD