S
$65.0M Total AUM
$58.0M Disc. AUM
-- 3Y CAGR
1 Employees
41 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- LPL Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-30-2024
- Office Locations
- 1
Office Locations
-- Blue Ridge GA
About Swords Capital Management, LLC
Swords Capital Management, LLC is a Blue Ridge-based RIA. The firm has been operating for 1 years. Managing $65.0M in total assets under management, with 1 advisory representatives. They custody assets with LPL Financial.
Team overview
-- AVG AGE
$65.0M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
1.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
IAN SWORDS MAYVILLE
Chief Compliance Officer, President
- CRD
- #2733238
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $58,000,000 | -- |
| Non-Discretionary | $7,000,000 | -- |
| Total | $65,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Other:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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