Swmg, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 166688
- SEC number
- 801-116898
- Firm type
- RIA
- Assets under management
- $430.4M as of Jun 5, 2026
- Website
- www.linkedin.com/company/swmg-llc ↗
- Phone
- 817-210-3444
- Address
- 3343 Locke Ave, Fort Worth, TX, 76107
Advisors at this firm
6 in our index · page 1 of 1
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Kelly Nicole BuchfinkCRD 4396448 · Fort Worth, TXIA RegisteredRegistration inactive
-
Scott Clifton FrancisCRD 5537436 · Fort Worth, TXIA RegisteredRegistration inactive
-
Brian Michael KellerCRD 5619480 · Fort Worth, TXIA RegisteredRegistration inactive
-
Stewart Bruce LeafbladCRD 2765315 · Fort Worth, TXIA RegisteredRegistration inactive
-
Joshua William StrittmatterCRD 4617567 · Weatherford, TXIA RegisteredRegistration inactive
-
David J ThurberCRD 8055191 · Fort Worth, TXIA Registered
1–6 of 6
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 166688 ↗
FINRA BrokerCheck record for firm CRD 166688 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.