Adviser Profile

AUM* 668,342,145 0%
of that, discretionary 651,958,712 -3%
Number of Employees 17 21%
of those in investment advisory functions 8 -27%
Private Fund GAV* 0
Avg Account Size 428,699 -4%
% High Net Worth 47.15% 2%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

669M 574M 478M 382M 287M 191M 96M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name DSWD ADVISORY GROUP, LLC Filing Date10/28/2025 Form ADV-E View Report
Accounting Firm Name DEMARCO SCIACCOTTA WILKENS & DUNLEAVY, LLP Filing Date01/24/2025 Form ADV-E View Report
Accounting Firm Name DEMARCO SCIACCOTTA WILKENS & DUNLEAVY, LLP Filing Date04/22/2024 Form ADV-E View Report

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker808524771 Stock NameSCHWAB STRATEGIC TR $ Position$52,703,074 % Position22.00% $ Change11.00% # Change-1.00%
Stck Ticker922908637 Stock NameVANGUARD INDEX FDS $ Position$42,506,822 % Position18.00% $ Change17.00% # Change2.00%
Stck Ticker922908751 Stock NameVANGUARD INDEX FDS $ Position$28,120,977 % Position12.00% $ Change22.00% # Change6.00%
Stck Ticker808524805 Stock NameSCHWAB STRATEGIC TR $ Position$26,254,244 % Position11.00% $ Change10.00% # Change-2.00%
Stck Ticker808524201 Stock NameSCHWAB STRATEGIC TR $ Position$23,382,381 % Position10.00% $ Change13.00% # Change-1.00%
Stck Ticker46432F842 Stock NameISHARES TR $ Position$18,082,246 % Position8.00% $ Change10.00% # Change4.00%
Stck Ticker464287200 Stock NameISHARES TR $ Position$4,682,269 % Position2.00% $ Change13.00% # Change-2.00%
Stck Ticker464287804 Stock NameISHARES TR $ Position$4,711,965 % Position2.00% $ Change18.00% # Change-1.00%
Stck Ticker808524607 Stock NameSCHWAB STRATEGIC TR $ Position$4,242,057 % Position2.00% $ Change24.00% # Change-1.00%
Stck Ticker025072604 Stock NameAMERICAN CENTY ETF TR $ Position$4,559,732 % Position2.00% $ Change58.00% # Change32.00%

Brochure Summary