# STRATEGIC WEALTH INVESTMENT GROUP, LLC

STRATEGIC WEALTH INVESTMENT GROUP, LLC of LOUISVILLE, KY is an SEC-registered investment adviser.

## Registration

- CRD: 165474
- Type: SEC-registered investment adviser
- SEC file number: 801-117642
- Location: 500 N. HURTSBOURNE PARKWAY, SUITE 120, LOUISVILLE, KY, 40222
- Phone: 502-412-3354
- Latest filing: 2026-03-23
- Regulatory AUM: $1.4B
- Discretionary AUM: $1.4B
- Clients: 88
- Accounts: 8,606

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (15)

| Name | Role | Location |
| --- | --- | --- |
| Jordan Schwartz | PARTNER | Seattle, WA |
| Chandra Ellen Halverson | CHIEF COMPLIANCE OFFICER | Minneapolis, MN |
| Matthew James Dicken | FOUNDER/CEO | — |
| Laurin Mackenzie Scaffidi | DIRECTOR OF CULTURE; DIRECTOR OF CULTURE & STRATEGIC INITIATIVES | — |
| Peter Casey Gayle | CCO | — |
| Dustin Stanley | PARTNER | — |
| Jacob Provart | DIRECTOR OF FINANCIAL PLANNING | — |
| SWENDIMAN MATTHEW ASHLEY | CHIEF COMPLIANCE OFFICER | — |
| DICKEN MATTHEW JAMES | FOUNDER/CEO | — |
| STANLEY DUSTIN | OWNER; PARTNER | — |
| SCHWARTZ JORDAN | PARTNER | — |
| VANDER POL JASON CHRISTOPHER | CHIEF COMPLIANCE OFFICER | — |
| Robinson Edmund Douglas | CHIEF COMPLIANCE OFFICER | — |
| PROVART JACOB | DIRECTOR OF FINANCIAL PLANNING | — |
| Scaffidi Laurin Mackenzie | DIRECTOR OF CULTURE | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/165474/brochure
- Similar advisers: https://search.stillhousedata.com/firm/165474/similar
- Related entities: https://search.stillhousedata.com/firm/165474/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/165474

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.