Active
SWISHER FINANCIAL CONCEPTS, INC.
Investment Advice|WESTERVILLE, OH
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$257.5M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 154.8M |
| Non-Discretionary | 102.8M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 121384 |
| SEC Number | 801-115211 |
| Street Address | 612 OFFICE PARKWAY |
| Street Address 2 | SUITE B |
| Location | WESTERVILLE, OH 43082 |
| Country | United States |
| Phone | 614-890-1930 |
| Fax | 614-890-1981 |
| Total Employees | 8 |
| Business Types | insurance_broker, accountant |
Client Count by Type (615 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 535 |
| High Net Worth Individual… | 73 |
| Corporations/Businesses | 7 |
Community Partners
BERKSHIRE TOWNSHIP
CITY OF DELAWARE
CITY OF SUNBURY
CITY OF WESTERVILLE
SHAWNEE HILLS VILLAGE OF
TOWNSHIP OF BERKSHIRE
TOWNSHIP OF BERLIN
TOWNSHIP OF DELAWARE
TOWNSHIP OF GENOA
TOWNSHIP OF HARLEM
TOWNSHIP OF KINGSTON
TOWNSHIP OF MARLBORO
TOWNSHIP OF PORTER
TOWNSHIP OF RADNOR
TOWNSHIP OF SCIOTO
TOWNSHIP OF THOMPSON
TOWNSHIP OF TRENTON
VILLAGE OF GALENA
VILLAGE OF OSTRANDER
VILLAGE OF SHAWNEE HILLS
BERKSHIRE TOWNSHIP
CITY OF DELAWARE
CITY OF SUNBURY
CITY OF WESTERVILLE
SHAWNEE HILLS VILLAGE OF
TOWNSHIP OF BERKSHIRE
TOWNSHIP OF BERLIN
TOWNSHIP OF DELAWARE
TOWNSHIP OF GENOA
TOWNSHIP OF HARLEM
TOWNSHIP OF KINGSTON
TOWNSHIP OF MARLBORO
TOWNSHIP OF PORTER
TOWNSHIP OF RADNOR
TOWNSHIP OF SCIOTO
TOWNSHIP OF THOMPSON
TOWNSHIP OF TRENTON
VILLAGE OF GALENA
VILLAGE OF OSTRANDER
VILLAGE OF SHAWNEE HILLS
BERKSHIRE TOWNSHIP
CITY OF DELAWARE
CITY OF SUNBURY
CITY OF WESTERVILLE
SHAWNEE HILLS VILLAGE OF
TOWNSHIP OF BERKSHIRE
TOWNSHIP OF BERLIN
TOWNSHIP OF DELAWARE
TOWNSHIP OF GENOA
TOWNSHIP OF HARLEM
TOWNSHIP OF KINGSTON
TOWNSHIP OF MARLBORO
TOWNSHIP OF PORTER
TOWNSHIP OF RADNOR
TOWNSHIP OF SCIOTO
TOWNSHIP OF THOMPSON
TOWNSHIP OF TRENTON
VILLAGE OF GALENA
VILLAGE OF OSTRANDER
VILLAGE OF SHAWNEE HILLS
Municipal Government
21 Active
21
Organizations
BERKSHIRE LANDING NEW COMMUNITY AUTHORITY
BSTG FIRE DISTRICT
B S T G JOINT FIRE DISTRICT
DELAWARE COUNTY BOARD OF DEVELOPMENTAL DISABILITIES
DELAWARE COUNTY DISTRICT LIBRARY
DELAWARE COUNTY METROPOLITAN HOUSING AUTHORITY
DELAWARE COUNTY TRANSIT BOARD
DELAWARE COUNTY TRANSPORTATION IMPROVEMENT DISTRICT
DELAWARE GENERAL HEALTH DISTRICT
DELAWARE KNOX MARION MORROW SOLID WASTE MANAGEMENT DISTRICT
DELAWARE-MORROW MENTAL HEALTH AND RECOVERY SERVICES BOARD
DELAWARE NORTHERN NEW COMMUNITY AUTHORITY
DELAWARE NORTHWEST NEW COMMUNITY AUTHORITY
DELAWARE SOIL AND WATER CONSERVATION DISTRICT
DELAWARE SOUTH NEW COMMUNITY AUTHORITY
EVANS FARM NEW COMMUNITY AUTHORITY
GALENA NEW COMMUNITY AUTHORITY
LIBERTY COMMUNITY INFRASTRUCTURE FINANCING AUTHORITY
LIBERTY GRAND NEW COMMUNITY AUTHORITY
MILLSTONE COMMUNITY AUTHORITY
BERKSHIRE LANDING NEW COMMUNITY AUTHORITY
BSTG FIRE DISTRICT
B S T G JOINT FIRE DISTRICT
DELAWARE COUNTY BOARD OF DEVELOPMENTAL DISABILITIES
DELAWARE COUNTY DISTRICT LIBRARY
DELAWARE COUNTY METROPOLITAN HOUSING AUTHORITY
DELAWARE COUNTY TRANSIT BOARD
DELAWARE COUNTY TRANSPORTATION IMPROVEMENT DISTRICT
DELAWARE GENERAL HEALTH DISTRICT
DELAWARE KNOX MARION MORROW SOLID WASTE MANAGEMENT DISTRICT
DELAWARE-MORROW MENTAL HEALTH AND RECOVERY SERVICES BOARD
DELAWARE NORTHERN NEW COMMUNITY AUTHORITY
DELAWARE NORTHWEST NEW COMMUNITY AUTHORITY
DELAWARE SOIL AND WATER CONSERVATION DISTRICT
DELAWARE SOUTH NEW COMMUNITY AUTHORITY
EVANS FARM NEW COMMUNITY AUTHORITY
GALENA NEW COMMUNITY AUTHORITY
LIBERTY COMMUNITY INFRASTRUCTURE FINANCING AUTHORITY
LIBERTY GRAND NEW COMMUNITY AUTHORITY
MILLSTONE COMMUNITY AUTHORITY
BERKSHIRE LANDING NEW COMMUNITY AUTHORITY
BSTG FIRE DISTRICT
B S T G JOINT FIRE DISTRICT
DELAWARE COUNTY BOARD OF DEVELOPMENTAL DISABILITIES
DELAWARE COUNTY DISTRICT LIBRARY
DELAWARE COUNTY METROPOLITAN HOUSING AUTHORITY
DELAWARE COUNTY TRANSIT BOARD
DELAWARE COUNTY TRANSPORTATION IMPROVEMENT DISTRICT
DELAWARE GENERAL HEALTH DISTRICT
DELAWARE KNOX MARION MORROW SOLID WASTE MANAGEMENT DISTRICT
DELAWARE-MORROW MENTAL HEALTH AND RECOVERY SERVICES BOARD
DELAWARE NORTHERN NEW COMMUNITY AUTHORITY
DELAWARE NORTHWEST NEW COMMUNITY AUTHORITY
DELAWARE SOIL AND WATER CONSERVATION DISTRICT
DELAWARE SOUTH NEW COMMUNITY AUTHORITY
EVANS FARM NEW COMMUNITY AUTHORITY
GALENA NEW COMMUNITY AUTHORITY
LIBERTY COMMUNITY INFRASTRUCTURE FINANCING AUTHORITY
LIBERTY GRAND NEW COMMUNITY AUTHORITY
MILLSTONE COMMUNITY AUTHORITY
Special District
29 Active
29
Organizations
BIG WALNUT LOCAL SCH DIST
BUCKEYE VALLEY LOCAL SCH DIST
DELAWARE CITY SCH DIST
OLENTANGY LOCAL SCH DIST
BIG WALNUT LOCAL SCH DIST
BUCKEYE VALLEY LOCAL SCH DIST
DELAWARE CITY SCH DIST
OLENTANGY LOCAL SCH DIST
BIG WALNUT LOCAL SCH DIST
BUCKEYE VALLEY LOCAL SCH DIST
DELAWARE CITY SCH DIST
OLENTANGY LOCAL SCH DIST
School District
4 Active
4
Organizations
121 OG BOOSTER CLUB
2A PATRIOT FUND
2ND CHANCE MINISTRIES
3C DIAMOND KINGS BASEBALL
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS AND AFFILIATED ORGANIZATIONS
55 GREEN MEADOWS
121 OG BOOSTER CLUB
2A PATRIOT FUND
2ND CHANCE MINISTRIES
3C DIAMOND KINGS BASEBALL
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS AND AFFILIATED ORGANIZATIONS
55 GREEN MEADOWS
121 OG BOOSTER CLUB
2A PATRIOT FUND
2ND CHANCE MINISTRIES
3C DIAMOND KINGS BASEBALL
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS AND AFFILIATED ORGANIZATIONS
55 GREEN MEADOWS
Nonprofit Organization
1011 Active
1011
Organizations
Community Partners104 organizations
BERKSHIRE TOWNSHIP
Municipal Government·GALENA
CITY OF DELAWARE
Municipal Government·DELAWARE
CITY OF SUNBURY
Municipal Government·SUNBURY
CITY OF WESTERVILLE
Municipal Government·WESTERVILLE
SHAWNEE HILLS VILLAGE OF
Municipal Government·POWELL
TOWNSHIP OF DELAWARE
Municipal Government·DELAWARE
TOWNSHIP OF KINGSTON
Municipal Government·SUNBURY
TOWNSHIP OF MARLBORO
Municipal Government·WALDO
TOWNSHIP OF RADNOR
Municipal Government·RADNOR
TOWNSHIP OF THOMPSON
Municipal Government·RADNOR
TOWNSHIP OF TRENTON
Municipal Government·SUNBURY
VILLAGE OF OSTRANDER
Municipal Government·OSTRANDER
BERKSHIRE LANDING NEW COMMUNITY AUTHORITY
Special District·DELAWARE
BSTG FIRE DISTRICT
Special District·SUNBURY
B S T G JOINT FIRE DISTRICT
Special District·SUNBURY
DELAWARE COUNTY BOARD OF DEVELOPMENTAL DISABILITIES
Special District·LEWIS CENTER
DELAWARE COUNTY TRANSIT BOARD
Special District·DELAWARE
DELAWARE COUNTY TRANSPORTATION IMPROVEMENT DISTRICT
Special District·DELAWARE
DELAWARE GENERAL HEALTH DISTRICT
Special District·DELAWARE
DELAWARE-MORROW MENTAL HEALTH AND RECOVERY SERVICES BOARD
Special District·DELAWARE
DELAWARE NORTHERN NEW COMMUNITY AUTHORITY
Special District·DELAWARE
DELAWARE NORTHWEST NEW COMMUNITY AUTHORITY
Special District·DELAWARE
DELAWARE SOUTH NEW COMMUNITY AUTHORITY
Special District·COLUMBUS
EVANS FARM NEW COMMUNITY AUTHORITY
Special District·DELAWARE
GALENA NEW COMMUNITY AUTHORITY
Special District·COLUMBUS
LIBERTY GRAND NEW COMMUNITY AUTHORITY
Special District·COLUMBUS
MILLSTONE COMMUNITY AUTHORITY
Special District·DELAWARE
NORTHGATE NEW COMMUNITY AUTHORITY I
Special District·COLUMBUS
NORTH STAR NEW COMMUNITY AUTHORITY
Special District·COLUMBUS
SUNBURY MEADOWS COMMUNITY DEVELOPMENT AUTHORITY
Special District·SUNBURY
SUNBURY NEW COMMUNITY AUTHORITY
Special District·SUNBURY
THE OSTRANDER NEW COMMUNITY AUTHORITY
Special District·OSTRANDER
THE TERRA ALTA NEW COMMUNITY AUTHORITY
Special District·COLUMBUS
TRI-TOWNSHIP FIRE DISTRICT
Special District·DELAWARE
121 OG BOOSTER CLUB
Nonprofit Organization·Westerville
2A PATRIOT FUND
Nonprofit Organization·Westerville
2ND CHANCE MINISTRIES
Nonprofit Organization·WESTERVILLE
3C DIAMOND KINGS BASEBALL
Nonprofit Organization·WESTERVILLE
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Sunbury
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Sunbury
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Radnor
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Ostrander
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Ostrander
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Sunbury
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Ostrander
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·sunbury
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Sunbury
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Galena
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Sunbury
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Ostrander
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Shawnee Hills
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Sunbury
4-H CLUBS AND AFFILIATED ORGANIZATIONS
Nonprofit Organization·Ostrander
55 GREEN MEADOWS
Nonprofit Organization·WESTERVILLE
8687 Columbus Sharks
Nonprofit Organization·Galena
ABILITY UNLIMITED INC
Nonprofit Organization·Westerville
A Blessing to Be a Blessing
Nonprofit Organization·Westerville
Abruzzi Club
Nonprofit Organization·Westerville
ACADEMY BOOSTER CLUB OF COLUMBUS INC
Nonprofit Organization·Westerville
A CHRISTMAS TO CURE CANCER INC
Nonprofit Organization·WESTERVILLE
ACMP OHIO CHAPTER
Nonprofit Organization·Westerville
ADAIR HUMBLE HEARTS INC
Nonprofit Organization·Westerville
ADAPTIVE HOMES COMMUNITY DEVELOPMENT CORPORATION
Nonprofit Organization·Westerville
ADOPTING A SOUL INC
Nonprofit Organization·WESTERVILLE
ADVISORY COUNCIL OF BLENDON TOWN- SHIP SENIOR CENTER INCORPORATION
Nonprofit Organization·Westerville
AFRICAN AMERICAN ALZHEIMERS
Nonprofit Organization·WESTERVILLE
Ageless Counseling & Wellness
Nonprofit Organization·Westerville
AKRIVIS FOUNDATION NFP
Nonprofit Organization·WESTERVILLE
ALASKAN MALAMUTE RESCUE OF OHIO INC
Nonprofit Organization·Westerville
ALL WESTERVILLE AREA RESIDENTS ENRICHED
Nonprofit Organization·Westerville
ALPHA EPSILON DELTA
Nonprofit Organization·Westerville
ALPHA PHI OMEGA
Nonprofit Organization·WESTERVILLE
ALPHA SIGMA PHI FRATERNITY INC
Nonprofit Organization·Westerville
ALTSHELER-DURELL FOUNDATION INC
Nonprofit Organization·WESTERVILLE
ALUM CREEK VOLUNTEERS IN THE PARK
Nonprofit Organization·Sunbury
AMERICAN CERAMIC SOCIETY INC
Nonprofit Organization·WESTERVILLE
AMERICAN CERAMIC SOCIETY INC
Nonprofit Organization·WESTERVILLE
AMERICAN CERAMIC SOCIETY INC
Nonprofit Organization·WESTERVILLE
AMERICAN CERAMIC SOCIETY INC
Nonprofit Organization·WESTERVILLE
AMERICAN CERAMIC SOCIETY INC
Nonprofit Organization·Westerville
AMERICAN CERAMIC SOCIETY INC
Nonprofit Organization·WESTERVILLE
AMERICAN CERAMIC SOCIETY INC
Nonprofit Organization·WESTERVILLE
AMERICAN CERAMIC SOCIETY INC
Nonprofit Organization·Westerville
AMERICAN CERAMIC SOCIETY INC
Nonprofit Organization·Westerville