Overview

Headquarters
Atlanta, GA
Total Firm Assets
$428 million
Average High-Net-Worth Client Portfolio Size
$2.2 million
Stated Minimum Account Size
$125,000

Fee Disclosure

Source: SWMG HOLDINGS, LLC ADV BROCHURE (2026-04-06) · View brochure text

MinMaxDisclosed Annual Rate
$0 $500,000 1.20%
$500,001 $1,000,000 1.00%
$1,000,001 $3,000,000 0.80%
$3,000,001 $5,000,000 0.60%
$5,000,001 and above 0.50%

Stated Minimum Annual Fee: $1,500

Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $11,000 1.10%
$5 million $39,000 0.78%
$10 million $64,000 0.64%
$50 million $264,000 0.53%
$100 million $514,000 0.51%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
53.47%
Number of High-Net-Worth Clients
105
Total Client Accounts
1,311
Discretionary Accounts
1,311

Services Offered

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

Regulatory Filings

SEC CRD Number
285713
  • SWMG HOLDINGS, LLC ADV BROCHURE (2026-04-06) (fee schedule source) · View brochure text

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

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