$442.6M Total AUM
$442.6M Disc. AUM
9.6% 3Y CAGR
6 Employees
157 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-15-2015
- Office Locations
- 1
Office Locations
230 West Street Suite 500 Columbus OH
About SWS Partners, LLC
SWS Partners (SWS Institutional) provides institutional asset management for endowments, foundations, pensions and family offices, using a fundamentals-driven public equity approach with dynamic position sizing and an institutional-grade risk management overlay. The team brings experience from a multibillion-dollar pension fund, and its SMA implementation is heavily ETF-based (custodied at Charles Schwab).
Team overview
42 AVG AGE
$88.5M AVG AUM / ADVISOR
$2.8M AVG AUM / CLIENT
5 yrs AVG TENURE
6 Employees
5 Advisory Reps
5 RIA Reps
10yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
CRM
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
P
PHILIP EUGENE KESSLER
Managing Partner
- CRD
- #5528859
- Ownership
- Less than 5%
Available
Available
Available
JAMES FRANKLIN PARKER
Managing Partner
- CRD
- #4462889
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 3 owners & executives
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K
KURT SCOTT GROVE
Partner
- CRD
- #6094909
Available
Available
Available
K
KEVIN JOSEPH KALE
--
- CRD
- #4651271
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $442,567,982 | $852,732 |
| Non-Discretionary | $0 | -- |
| Total | $442,567,982 | $852,732 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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