Swmg Holdings, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Atlanta, GA. Its latest Form ADV filing, dated April 6, 2026, reports $428M in regulatory assets under management, 8 employees, and 1,311 accounts.
Assets Under Management
$428M
Employees
8
Offices
--
Total Clients
464
Primary office
ATLANTA, GA
300 GALLERIA PARKWAY, SUITE 1100, ATLANTA, GA, United States
Top client segmentIndividuals represent 77.4% of total clients.
Top client categories% of clientsClients
1
Individuals
77.4%
359
2
HNWI
22.6%
105
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$428Mas of April 6, 2026
Discretionary100.0%
$428M
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$428M
Total Accounts1,311
10Y AUM Change+$428M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee58:1
10Y Employee Change+2 (+33.3%)
* 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.