Single Family OfficeRIA · CRD 285713SEC-Registered

Updated:

SWMG Holdings LLC

SWMG HOLDINGS, LLC is an SEC-registered investment adviser in Atlanta, GA, registered since 2017. The firm manages approximately $428 million in assets.

SWMG Holdings LLC

SWMG HOLDINGS, LLC is an SEC-registered investment adviser in Atlanta, GA, registered since 2017. The firm manages approximately $428 million in assets. It has 8 employees and 4 investment advisers.

General information

Firm type

Single Family Office

Location

Region

North America

Country

United States

Frequently asked questions

Who founded SWMG Holdings LLC?

The founding family of SWMG Holdings LLC is not publicly disclosed. The firm is registered as a limited-liability company, likely controlled by a single family, but no principals or wealth origin have been identified in public records.

What investment strategy does SWMG Holdings LLC follow?

SWMG does not publicly communicate its investment strategy. Based on common single-family office practices, likely allocations include public equities, private equity, real estate, and fixed income. However, no specific portfolio holdings or investment stage preferences have been confirmed.

Is SWMG Holdings LLC a single-family office or multi-family office?

Based on available information, SWMG is structured as a single-family office, registered as a limited-liability company in the United States. There is no evidence it manages capital for outside families or institutional investors.

Does SWMG Holdings LLC engage in direct investments or fund commitments?

No public records indicate whether SWMG makes direct investments, fund commitments, or co-investments. Its private nature means deal activity is not publicly disclosed.

What is the AUM of SWMG Holdings LLC?

SWMG does not publicly disclose its assets under management. The firm's AUM band is listed as Undisclosed.

Does SWMG Holdings LLC have any known philanthropic structures?

No public information connects SWMG Holdings LLC to any foundation, donor-advised fund, or philanthropic entity. Any such structures would be privately held by the family.

Where can I find more information about SWMG Holdings LLC?

The firm does not maintain a public website or LinkedIn presence. Public records are limited to its business registration in the United States. Most operational details are not available through open sources.

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

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