# SWENDIMAN MATTHEW ASHLEY

SWENDIMAN MATTHEW ASHLEY appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 62 filing roles across Form ADV (62).

## Filings (62)

_Showing 50 of 62 filing roles._

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| — | Form ADV | [UNITING WEALTH PARTNERS](https://search.stillhousedata.com/firm/332317) | CHIEF COMPLIANCE OFFICER | DENVER, CO |
| — | Form ADV | [MAGNOLIA CAPITAL ADVISORS LLC](https://search.stillhousedata.com/firm/298398) | CHIEF COMPLIANCE OFFICER | RIDGELAND, MS |
| — | Form ADV | [CHRISTIAN BROTHERS INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/104604) | CHIEF COMPLIANCE OFFICER | CHICAGO, IL |
| — | Form ADV | [STRATEGIC WEALTH INVESTMENT GROUP, LLC](https://search.stillhousedata.com/firm/165474) | CHIEF COMPLIANCE OFFICER | LOUISVILLE, KY |
| — | Form ADV | [WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC](https://search.stillhousedata.com/firm/106060) | CHIEF COMPLIANCE OFFICER | NORFOLK, VA |
| — | Form ADV | [EDGEROCK CAPITAL LLC](https://search.stillhousedata.com/firm/312325) | CHIEF COMPLIANCE OFFICER | DENVER, CO |
| — | Form ADV | [ORG PARTNERS LLC](https://search.stillhousedata.com/firm/312728) | CHIEF COMPLIANCE OFFICER | DALLAS, TX |
| — | Form ADV | [IDX ADVISORS, LLC](https://search.stillhousedata.com/firm/299658) | CHIEF COMPLIANCE OFFICER | SCOTTSDALE, AZ |
| — | Form ADV | [JACKSON SQUARE CAPITAL, LLC](https://search.stillhousedata.com/firm/300314) | MEMBER | SAN FRANCISCO, CA |
| — | Form ADV | [ALPHASTAR CAPITAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/157423) | CHIEF COMPLIANCE OFFICER | CORNELIUS, NC |
| — | Form ADV | [VERT ASSET MANAGEMENT LLC](https://search.stillhousedata.com/firm/288445) | CHIEF COMPLIANCE OFFICER | SAUSALITO, CA |
| — | Form ADV | [THE NORDEN GROUP LLC](https://search.stillhousedata.com/firm/323988) | CHIEF COMPLIANCE OFFICER | PROVO, UT |
| — | Form ADV | [SEVEN CANYONS ADVISORS, LLC](https://search.stillhousedata.com/firm/290334) | CHIEF COMPLIANCE OFFICER | SALT LAKE CITY, UT |
| — | Form ADV | [CSENGE ADVISORY GROUP, LLC](https://search.stillhousedata.com/firm/131167) | CHIEF COMPLIANCE OFFICER | CLEARWATER, FL |
| — | Form ADV | [KEEL POINT, LLC](https://search.stillhousedata.com/firm/127902) | CHIEF COMPLIANCE OFFICER | HUNTSVILLE, AL |
| — | Form ADV | [GRIES FINANCIAL LLC](https://search.stillhousedata.com/firm/110031) | CHIEF COMPLIANCE OFFICER | CLEVELAND, OH |
| — | Form ADV | [LFG WEALTH PARTNERS, LLC](https://search.stillhousedata.com/firm/331339) | CHIEF COMPLIANCE OFFICER | ELIZABETHTOWN, KY |
| — | Form ADV | [REFLECTION ASSET MANAGEMENT, LLC](https://search.stillhousedata.com/firm/306663) | CCO | — |
| — | Form ADV | [VISIONARY HORIZONS, LLC](https://search.stillhousedata.com/firm/150483) | CHIEF COMPLIANCE OFFICER | KNOXVILLE, TN |
| — | Form ADV | [KINDRED SPIRITS INVESTMENT MANAGEMENT, LLC](https://search.stillhousedata.com/firm/171615) | CHIEF COMPLIANCE OFFICER | CINCINNATI, OH |
| — | Form ADV | [OAKHURST CAPITAL ADVISORS, LLC](https://search.stillhousedata.com/firm/311802) | MEMBER | WASHINGTON, DC |
| — | Form ADV | [WEALTH ADVISORY SOLUTIONS, LLC](https://search.stillhousedata.com/firm/288903) | CHIEF COMPLIANCE OFFICER | ZIONSVILLE, IN |
| — | Form ADV | [AXIOM FINANCIAL STRATEGIES GROUP, LLC](https://search.stillhousedata.com/firm/306618) | CHIEF COMPLIANCE OFFICER | NEW ALBANY, IN |
| — | Form ADV | [FOUNDRY PARTNERS, LLC](https://search.stillhousedata.com/firm/164863) | CHIEF COMPLIANCE OFFICER | CLEVELAND, OH |
| — | Form ADV | [ITS ASSET MANAGEMENT LP](https://search.stillhousedata.com/firm/106977) | CHIEF COMPLIANCE OFFICER | NORTH HAVEN, CT |
| — | Form ADV | [ALPHA PRINCIPLE, LLC](https://search.stillhousedata.com/firm/317053) | GENERAL COUNSEL | ENGLEWOOD, CO |
| — | Form ADV | [ALTI LLC](https://search.stillhousedata.com/firm/298935) | CCO | NEW YORK, NY |
| — | Form ADV | [QUEEN CITY CAPITAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/162785) | CHIEF COMPLIANCE OFFICER | CINCINNATI, OH |
| — | Form ADV | [RED CEDAR INVESTMENT MANAGEMENT, LLC](https://search.stillhousedata.com/firm/170939) | CHIEF COMPLIANCE OFFICER | GRAND RAPIDS, MI |
| — | Form ADV | [LS BDC ADVISER, LLC](https://search.stillhousedata.com/firm/313799) | CHIEF COMPLIANCE OFFICER | MIAMI, FL |
| — | Form ADV | [PLATFORM TECHNOLOGY PARTNERS LLC](https://search.stillhousedata.com/firm/305602) | CHIEF COMPLIANCE OFFICER | LOCUST VALLEY, NY |
| — | Form ADV | [MATISSE CAPITAL](https://search.stillhousedata.com/firm/155424) | CHIEF COMPLIANCE OFFICER | PORTLAND, OR |
| — | Form ADV | [MORSE CAPITAL PARTNERS, LLC](https://search.stillhousedata.com/firm/146383) | CHIEF COMPLIANCE OFFICER | RICHMOND, VA |
| — | Form ADV | [HORSE COVE PARTNERS LLC](https://search.stillhousedata.com/firm/172389) | CHIEF COMPLIANCE OFFICER | ATLANTA, GA |
| — | Form ADV | [F/M INVESTMENTS LLC](https://search.stillhousedata.com/firm/304405) | MANAGING MEMBER | WASHINGTON, DC |
| — | Form ADV | [WINNING POINTS ADVISORS, L.L.C.](https://search.stillhousedata.com/firm/118077) | CCO | BOCA RATON, FL |
| — | Form ADV | [JOHN D. DOVICH & ASSOCIATES, LLC](https://search.stillhousedata.com/firm/120458) | CHIEF COMPLIANCE OFFICER | CINCINNATI, OH |
| — | Form ADV | [THE RETIREMENT CORPORATION OF AMERICA](https://search.stillhousedata.com/firm/105994) | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | CINCINNATI, OH |
| — | Form ADV | [INDEPENDENT PORTFOLIO CONSULTANTS, INC.](https://search.stillhousedata.com/firm/120420) | CHIEF COMPLIANCE OFFICER | BOCA RATON, FL |
| — | Form ADV | [PENSION PARTNERS, LLC](https://search.stillhousedata.com/firm/125772) | CHIEF COMPLIANCE OFFICER | NEW YORK, NY |
| — | Form ADV | [KNELMAN ASSET MANAGEMENT GROUP, LLC](https://search.stillhousedata.com/firm/148217) | CHIEF COMPLIANCE OFFICER | MINNEAPOLIS, MN |
| — | Form ADV | [CLEARARC CAPITAL, INC.](https://search.stillhousedata.com/firm/104650) | CHIEF LEGAL OFFICER; SECRETARY | CINCINNATI, OH |
| — | Form ADV | [TECTONIC MGMT, LLC](https://search.stillhousedata.com/firm/311523) | CHIEF COMPLIANCE OFFICER | — |
| — | Form ADV | [COGNIOS CAPITAL, LLC](https://search.stillhousedata.com/firm/148361) | CHIEF COMPLIANCE OFFICER | LEAWOOD, KS |
| — | Form ADV | [LAFAYETTE ADVISORS LLC](https://search.stillhousedata.com/firm/165241) | CHIEF COMPLIANCE OFFICER | NORFOLK, VA |
| — | Form ADV | [BLUE SHORES CAPITAL MANAGEMENT LLC](https://search.stillhousedata.com/firm/173933) | CHIEF COMPLIANCE OFFICER | BOCA RATON, FL |
| — | Form ADV | [1OAK LIQUID ALTERNATIVES LLC](https://search.stillhousedata.com/firm/174842) | CHIEF COMPLIANCE OFFICER | NEW YORK, NY |
| — | Form ADV | [FIRST CAPITAL ADVISORS GROUP, LLC](https://search.stillhousedata.com/firm/281322) | CHIEF COMPLIANCE OFFICER | BLUE BELL, PA |
| — | Form ADV | [IPC PRIVATE WEALTH PARTNERS, LLC](https://search.stillhousedata.com/firm/284726) | CHIEF COMPLIANCE OFFICER | BOCA RATON, FL |
| — | Form ADV | [EUDAIMONIA PARTNERS, LLC](https://search.stillhousedata.com/firm/283884) | MEMBER | WINCHESTER, TN |


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Source: public SEC filing 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.