Swisher Financial Concepts, Inc.
Swisher Financial Concepts, Inc. is an SEC-registered mass-market adviser in Westerville, OH with $317.0M assets under management (AUM, regulatory AUM), +23% over one year. See who owns Swisher Financial Concepts, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 121384, SEC 801-115211, data through 2026-03-12.
- AUM (assets under management / regulatory AUM)
- $317.0M (2026-03-12)
- Firm type
- Mass-Market Adviser
- Location
- Westerville, OH
- Employees
- 8
- Clients
- 640
- CRD
- 121384
- Ownership
- HENN, MICHAEL, A; VANDERVORT, BRETT, SCOTT; KOUNTZ, ZACHARY, Allen; WOLFORD, DANIEL, EDWARD
How much AUM does Swisher Financial Concepts, Inc. have?
Swisher Financial Concepts, Inc. reported $317.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-12).
Who owns Swisher Financial Concepts, Inc.?
Disclosed owners and executives of Swisher Financial Concepts, Inc. include HENN, MICHAEL, A, VANDERVORT, BRETT, SCOTT, KOUNTZ, ZACHARY, Allen, WOLFORD, DANIEL, EDWARD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.