# Switchbacks Capital Advisory

Switchbacks Capital Advisory is a RIA based in Missoula, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Missoula, United States
- **Region:** North America
- **Address:** Unknown, United States
- **Assets under management:** Undisclosed
- **Website:** switchbackscapital.com

## Regulatory record

- **CRD number:** 339673
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/339673

## About

Switchbacks Capital Advisory is an independent, privately-owned wealth management firm free from product quotas, third parties, or corporate mandates. It offers comprehensive wealth management for individuals, families, and mission-driven organizations, with services including strategic financial planning, tax-aware investing, estate and legacy planning, investment management, retirement planning, and business and philanthropic planning. The firm is based in Missoula and serves clients across Montana and the Western United States.

## Related profiles

- [Schulz Financial Group](https://altss.com/profile/schulz-financial-group)
- [BROODX GP, LLC](https://altss.com/profile/broodx-gp-llc)

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Last updated: 2026-08-11T15:08:18.003Z

Canonical page: https://altss.com/profile/switchbacks-capital-advisory-llc

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