Sws Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Columbus, OH. Its latest Form ADV filing, dated March 30, 2026, reports $443M in regulatory assets under management, 6 employees, and 519 accounts.
Assets Under Management
$443M
Employees
6
Offices
--
Total Clients
157
Primary office
COLUMBUS, OH
230 WEST STREET, SUITE 500, COLUMBUS, OH, United States
Top client segmentHNWI represent 56.7% of total clients.
Top client categories% of clientsClients
1
HNWI
56.7%
89
2
Individuals
38.2%
60
3
Pooled Investment Vehicles
3.8%
6
4
Corporations
1.3%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$443Mas of March 30, 2026
Discretionary100.0%
$443M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$443M
Total Accounts519
10Y AUM Change+$312M (+238.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee26:1
10Y Employee Change+5 (+500.0%)
* 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.