Swmg, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Fort Worth, TX. Its latest Form ADV filing, dated March 27, 2026, reports $430M in regulatory assets under management, 19 employees, and 1,652 accounts.
Assets Under Management
$430M
Employees
19
Offices
--
Total Clients
429
Primary office
FORT WORTH, TX
3343 LOCKE AVE, STE 107, FORT WORTH, TX, United States
Top client segmentIndividuals represent 62.5% of total clients.
Top client categories% of clientsClients
1
Individuals
62.5%
268
2
HNWI
37.5%
161
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$430Mas of March 27, 2026
Discretionary98.8%
$425M
99% of total RAUM98.8%
Non-discretionary1.2%
$5M
1% of total RAUM1.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$430M
Total Accounts1,652
10Y AUM Change+$320M (+289.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees19
Clients per Employee23:1
10Y Employee Change+17 (+850.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.