SW Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$16,000,000
Total clients
63
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
63
Average account size
$253,968
About
SW Advisors, LLC provides discretionary portfolio management to individuals, high‑net‑worth clients, corporations, charities and institutions, and also offers customized execution and trade placement services for institutional accounts. The firm manages approximately $16 million across about 63 client accounts.
The firm constructs individualized portfolios from model strategies and applies a technical‑analysis‑driven approach, actively monitoring and rebalancing accounts while permitting client‑imposed investment restrictions. Portfolios may include mutual funds, ETFs (including leveraged and inverse funds), stocks, bonds and options, and the adviser executes trades on clients’ behalf under discretionary authority.
Compared with typical solo independent advisers, SW Advisors is notable for offering institutional portfolio execution and a value‑add, trade‑execution fee arrangement tied to benchmark comparisons, and it provides transaction‑cost analysis reporting for institutional clients. That combination of institutional execution services with a technical‑analysis investment approach and use of leveraged/inverse products is uncommon among firms of its size.
Client services
Portfolio management
Institutional mgmt services
Expertise
Active portfolio management
Options & derivatives strategies
Concentrated stock management
Fee options
up to 1.00% annually (negotiable)
Institutional management services fee based on 15% of difference between average trade price and negotiated benchmark multiplied by number of shares; $100 fixed fee if no net capital appreciation.
Performance-based fees for institutional clients as described under commission-based fees.
Main office location
SW Advisors, LLC
706 Woodcrest Ave
Royal Oak MI 48067, United States
Number of offices
1
Most active in
SW Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Michigan
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")