| Name | Title | Ownership | Since |
|---|---|---|---|
| Brett Scott Vandervort Control | Director Of Operations And Chief Compliance Officer | 5-10% | 2020 |
| Daniel Edward Wolford Control | President | Over 75% | 2004 |
| Michael A Henn | Director Of Investments | 10-25% | 2019 |
Swisher Financial Concepts, Inc. reports $257.5 million in regulatory assets under management on its Form ADV.
Swisher Financial Concepts, Inc. reports 8 employees.
Swisher Financial Concepts, Inc. is based in Westerville, OH and has been SEC-registered since 2019.
Swisher Financial Concepts, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 612 Office Parkway, Suite B, Westerville, OH 43082 |
| Phone | 614-890-1930 |
| Fax | 614-890-1981 |
| Office hours | 8:30 a.m.-5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1947503 |
| Discloses disciplinary history | No |
| Discretionary | $154.8M |
| Non-discretionary | $102.8M |
| Total (RAUM) | $257.5M |