CSW Partners, LLC

CSW Partners is a registered investment adviser that serves individuals, trusts, pension plan accounts, and retirement plan trustees and does not impose a minimum account size. The firm does not manage client assets directly; instead it recommends third‑party portfolio managers and facilitates clients’ engagements with those managers.

CSW Partners tailors its third‑party manager recommendations to each client’s stated circumstances, goals, and restrictions and performs periodic monitoring of those managers’ performance and service. The firm does not exercise investment discretion, execute trades, hold custody of client assets, or produce written portfolio reports for clients.

Noteworthy distinctions include that CSW Partners does not charge advisory fees directly or rely on a traditional percentage‑of‑assets fee model; it is compensated through referral arrangements with the third‑party managers it recommends, a structure the brochure discloses and that it says it monitors under its fiduciary obligations. The firm’s principal also maintains an ownership interest in an affiliated accounting practice and spends a substantial portion of time providing tax services, with many advisory clients originating from that accounting relationship — a potential conflict the firm discloses and oversees.