# Swanson Financial Group

Swanson Financial Group is a RIA.

## Overview

- **Organization type:** RIA
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 164869
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/164869

## About

The Swanson Financial Group is a state-registered investment adviser with $31 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.

## Questions

### Does Swanson Financial Group participate in fund commitments or only direct deals?

The firm's investment vehicle preferences are not publicly known. Without public filings or media reports, it is unclear whether Swanson Financial Group commits to external funds, invests directly in companies, or uses both approaches.

### Which sectors does Swanson Financial Group explicitly avoid?

Swanson Financial Group has not publicly stated any sector exclusions. The firm's investment criteria, including avoidances, are not part of the public record.

## Related profiles

- [AGAMERICA LENDING LLC](https://altss.com/profile/agamerica-lending-llc)
- [Orcam Financial Group](https://altss.com/profile/orcam-financial-group-llc)

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Last updated: 2026-07-06T01:24:27.035Z

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