SWISHER FINANCIAL CONCEPTS, INC.
CRD #121384 SEC #801-115211 WESTERVILLE, OH 614-890-1930
SEC Registered
Total AUM
$257.5M
Discretionary
$154.8M
Employees
8
Clients
51
Accounts
1,350
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $257.5M | $154.8M | $102.8M | 8 | 8 |
| Nov 2024 | $222.7M | $126.7M | $96M | 7 | 11 |
| Oct 2024 | $222.7M | $126.7M | $96M | 7 | 11 |
| May 2024 | $222.7M | $126.7M | $96M | 7 | 11 |
| Feb 2024 | $222.7M | $126.7M | $96M | 7 | 11 |
| Oct 2023 | $183.5M | $94.2M | $89.3M | 7 | 11 |
| Oct 2023 | $183.5M | $94.2M | $89.3M | 7 | 11 |
| Feb 2023 | $183.5M | $94.2M | $89.3M | 7 | 11 |
| Nov 2022 | $194.1M | $74.3M | $119.8M | 7 | 10 |
| Mar 2022 | $194.1M | $74.3M | $119.8M | 7 | 10 |
| Apr 2021 | $169.7M | $43.1M | $126.6M | 7 | 10 |
| Mar 2021 | $169.7M | $43.1M | $126.6M | 7 | 10 |
| Aug 2020 | $129M | $29.7M | $99.4M | 6 | 1 |
| Jul 2020 | $129M | $29.7M | $99.4M | 6 | 1 |
| Jun 2020 | $129M | $29.7M | $99.4M | 6 | 1 |
| Jun 2020 | $129M | $29.7M | $99.4M | 6 | 1 |
| Mar 2020 | $129M | $29.7M | $99.4M | 6 | 1 |
| Jul 2019 | $110.5M | $3.9M | $106.7M | 6 | 285 |
| Apr 2019 | $110.5M | $3.9M | $106.7M | 6 | 285 |
DateFeb 2025
Total AUM$257.5M
Discretionary$154.8M
Non-Disc.$102.8M
Employees8
Clients8
DateNov 2024
Total AUM$222.7M
Discretionary$126.7M
Non-Disc.$96M
Employees7
Clients11
DateOct 2024
Total AUM$222.7M
Discretionary$126.7M
Non-Disc.$96M
Employees7
Clients11
DateMay 2024
Total AUM$222.7M
Discretionary$126.7M
Non-Disc.$96M
Employees7
Clients11
DateFeb 2024
Total AUM$222.7M
Discretionary$126.7M
Non-Disc.$96M
Employees7
Clients11
DateOct 2023
Total AUM$183.5M
Discretionary$94.2M
Non-Disc.$89.3M
Employees7
Clients11
DateOct 2023
Total AUM$183.5M
Discretionary$94.2M
Non-Disc.$89.3M
Employees7
Clients11
DateFeb 2023
Total AUM$183.5M
Discretionary$94.2M
Non-Disc.$89.3M
Employees7
Clients11
DateNov 2022
Total AUM$194.1M
Discretionary$74.3M
Non-Disc.$119.8M
Employees7
Clients10
DateMar 2022
Total AUM$194.1M
Discretionary$74.3M
Non-Disc.$119.8M
Employees7
Clients10
DateApr 2021
Total AUM$169.7M
Discretionary$43.1M
Non-Disc.$126.6M
Employees7
Clients10
DateMar 2021
Total AUM$169.7M
Discretionary$43.1M
Non-Disc.$126.6M
Employees7
Clients10
DateAug 2020
Total AUM$129M
Discretionary$29.7M
Non-Disc.$99.4M
Employees6
Clients1
DateJul 2020
Total AUM$129M
Discretionary$29.7M
Non-Disc.$99.4M
Employees6
Clients1
DateJun 2020
Total AUM$129M
Discretionary$29.7M
Non-Disc.$99.4M
Employees6
Clients1
DateJun 2020
Total AUM$129M
Discretionary$29.7M
Non-Disc.$99.4M
Employees6
Clients1
DateMar 2020
Total AUM$129M
Discretionary$29.7M
Non-Disc.$99.4M
Employees6
Clients1
DateJul 2019
Total AUM$110.5M
Discretionary$3.9M
Non-Disc.$106.7M
Employees6
Clients285
DateApr 2019
Total AUM$110.5M
Discretionary$3.9M
Non-Disc.$106.7M
Employees6
Clients285