SW Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
706 Woodcrest Ave
Royal Oak MI 48067
Advisors at this office
1
Most active in
Michigan
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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