Updated:Jul 6, 2026

Swisher Financial Concepts

Swisher Financial Concepts, Inc. is an SEC-registered investment adviser in Westerville, Ohio, registered since 2019. The firm manages $317 million in assets,...

Swisher Financial Concepts

Swisher Financial Concepts, Inc. is an SEC-registered investment adviser in Westerville, Ohio, registered since 2019. The firm manages $317 million in assets, with $199 million on a discretionary basis. It has 8 employees and 5 investment advisers.

General information

Firm type

RIA

What is Swisher Financial Concepts?

Swisher Financial Concepts is a ria tracked on Altss.

What does Altss track for Swisher Financial Concepts?

Altss maintains an OSINT-verified profile of Swisher Financial Concepts covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.

What type of firm is Swisher Financial Concepts?

Swisher Financial Concepts is classified by Altss as a RIA.

How does Altss source intelligence on Swisher Financial Concepts?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was Swisher Financial Concepts's Altss profile last updated?

Swisher Financial Concepts's profile on Altss was last refreshed on July 6, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jul 6, 2026. Continuous refresh with full update cycles at least every 30 days.