SWS Partners, LLC
Firm details
- Headquarters
- Columbus, Ohio
- CRD number
- 281838
- Registered since
- February 16, 2016
- Website
- swspartners.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI84.29%
- Corporations / Businesses7.46%
- Individuals5.8%
- Pooled Investment Vehicles2.45%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
SWS Partners, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2016. The firm serves individual and family clients as well as institutional accounts and operates as a capital allocator that both advises and sponsors pooled investment vehicles. Its advisory toolkit includes financial planning, discretionary portfolio management for individuals, small businesses and institutions, and manager selection. SWS Partners charges a mix of percentage-of-AUM fees, fixed fees and performance-based fees. The firm does not position itself as an ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities56%
- Public Funds/Mutual Funds42%
- Cash & Cash Equivalents1%
- Other1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 47Active vs passive
$208M in ETFs
84%
$175M
15%
$32.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $38.1M | 49,766 | 18.36% |
Location
Columbus, OH
Franklin
Location
Columbus, OH
Headquartered in Columbus, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.
- Metro area
- Columbus-Marion-Zanesville, OH
- Region
- Midwest
- County
- Franklin
- Address
- 230 West St
- Time zone
- ET (UTC-5)
- Office locations
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