# Swisher Financial Concepts

Swisher Financial Concepts is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 121384
- **SEC file number:** 801-115211
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-12T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/121384

## About

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.

## Related profiles

- [Shuttleworth & Company](https://altss.com/profile/shuttleworth-and-company)

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Last updated: 2026-07-06T01:24:26.345Z

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