Swmg Holdings, LLC
CRD 285713SEC# 801-109974Atlanta, GA
No longer SEC-registered. Swmg Holdings, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$428.5M
Employees
8
Accounts
1,311
Location
Atlanta, GA
Swmg Holdings, LLC assets under management
Swmg Holdings, LLC is an investment advisory firm registered with the SEC based in Atlanta, GA. It reports $428.5 million in regulatory assets under management and employs 8 people.
Swmg Holdings, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Curt Richard Mangold | Partner/Chief Compliance Officer | 10-25% | 2022 |
| James Orren Sims Control | Managing Member, Managing Partner | 25-50% | 2017 |
| Scott Richard Bishop Control | Managing Member, Managing Partner | 25-50% | 2017 |
Frequently asked questions
How much does Swmg Holdings, LLC manage?
Swmg Holdings, LLC reports $428.5 million in regulatory assets under management on its Form ADV.
How many employees does Swmg Holdings, LLC have?
Swmg Holdings, LLC reports 8 employees.
Where is Swmg Holdings, LLC located?
Swmg Holdings, LLC is based in Atlanta, GA.
Does Swmg Holdings, LLC disclose fund performance?
Swmg Holdings, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 300 Galleria Parkway, Suite 1100, Atlanta, GA 30339 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$428.5M▲ 7%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 52%
Larger than 48% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$428.5Mregulatory AUM
Discretionary $428.5M