Sws Capital Management, LLC

$413.1MAssets under management
as of Jul 2026 · SEC Form ADV
New York, NY
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Tech stack

No one at Sws Capital Management, LLC has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Sws Capital Management, LLC's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Umb Bank
Per Form ADV · $127M held · filed May 2024
BNY
Per Form ADV · $64M held · filed May 2024
U.S. Bank
Per Form ADV · $63M held · filed May 2024