SWAN DFW FINANCIAL SOLUTIONS, LLC

SWAN DFW FINANCIAL SOLUTIONS, LLC is an SEC-registered investment adviser (CRD 173964). Regulatory assets under management: $33.8M.

Registration

• CRD: 173964
• Type: Registered investment adviser
• Phone: 844-779-2633
• Latest filing: 2026-02-18
• Regulatory AUM: $33.8M
• Discretionary AUM: $33.8M
• Clients: 2
• Accounts: 112

Business model

Compensation: % of AUM, Fixed, Performance.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 173964 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search