DSW INVESTMENT, LLC

DSW INVESTMENT, LLC is an SEC-registered investment adviser (CRD 156697). Regulatory assets under management: $85.6M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 156697
• Type: Registered investment adviser
• Phone: (609) 430-8407
• Latest filing: 2026-02-12
• Regulatory AUM: $85.6M
• Discretionary AUM: $85.6M
• Clients: 1
• Accounts: 31

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 156697 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search