SEC Form ADV · CIK 1947503

SWISHER FINANCIAL CONCEPTS, INC.

Registered Investment AdviserOH
$317.0M
Assets Under Management
1,455
Total Clients
Get LP Contact Details

Registration Details

CIK
1947503
Accession
CRD-121384
Location
WESTERVILLE, OH
Filing Date
March 12, 2026
AUM
$317.0M
Total Clients
1,455
Amendment
No

About this Adviser

SWISHER FINANCIAL CONCEPTS, INC. is a registered investment adviser headquartered in WESTERVILLE, OH, managing approximately $317.0M in assets across 1,455 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.