# SWAN DFW FINANCIAL SOLUTIONS, LLC

SWAN DFW FINANCIAL SOLUTIONS, LLC is an other based in Dallas–Fort Worth metroplex, United States.

## Overview

- **Organization type:** other
- **Headquarters:** Dallas–Fort Worth metroplex, United States
- **Region:** North America
- **Address:** Dallas–Fort Worth metroplex, Texas, United States
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/swan-dfw-financial-solutions

## Regulatory record

- **CRD number:** 173964
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/173964

## About

SWAN DFW FINANCIAL SOLUTIONS, LLC is a state-registered investment adviser with $34 million in regulatory assets under management. The firm has 2 employees and 2 investment advisers. It operates with a small team.

## Questions

### Who runs investment decisions at SWAN DFW FINANCIAL SOLUTIONS?

No named principals or decision-makers are publicly identifiable for this firm as of mid-2026. No SEC Form ADV, LinkedIn profile, or corporate filing lists an individual in a management role (public record).

### What services does SWAN DFW FINANCIAL SOLUTIONS provide?

The firm's name and registration in Texas suggest financial advisory, accounting, or tax-related services. No specific service lines, brochures, or investment strategies are available from public sources.

### What investment stages or asset classes does SWAN DFW FINANCIAL SOLUTIONS target?

Not publicly disclosed. No portfolio holdings, fund commitments, or direct deals have been reported in any known publication or database.

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Last updated: 2026-06-03T20:00:00.000Z

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