Overview

Headquarters
Atlanta, GA
Total Firm Assets
$464 million
Average High-Net-Worth Client Portfolio Size
$2.5 million
Stated Minimum Account Size
$1,000,000

Fee Disclosure

Source: SWMG FORM ADV 2A-2B DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENT (2026-02-10) · View brochure text

MinMaxDisclosed Annual Rate
$0 $1,000,000 1.00%
$1,000,001 $2,000,000 0.75%
$2,000,001 and above 0.50%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $10,000 1.00%
$5 million $32,500 0.65%
$10 million $57,500 0.58%
$50 million $257,500 0.52%
$100 million $507,500 0.51%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
82.23%
Number of High-Net-Worth Clients
155
Total Client Accounts
1,127
Discretionary Accounts
1,114
Non-Discretionary Accounts
13

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting

Regulatory Filings

SEC CRD Number
123457
  • SWMG FORM ADV 2A-2B DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENT (2026-02-10) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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