Institutional
    SEC Registered

    Ground Swell Capital, LLC

    Registered investment advisor · Folly Beach, South Carolina · CRD #159812

    Assets Under Management
    $949M
    Client Accounts
    2
    Employees
    10
    CRD Number
    159812
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Ground Swell Capital, LLC

    Ground Swell Capital, LLC is an investment advisory firm focused on empowering underrepresented communities through innovative financial solutions. It operates in the financial services industry, providing patient capital and leveraging sustainability and innovation to drive community development. The firm is based in Arizona and has a small team.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Ground Swell Capital, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Ground Swell Capital, LLC's AUM?

    Ground Swell Capital, LLC reports approximately $949M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Ground Swell Capital, LLC headquartered?

    Ground Swell Capital, LLC is headquartered in Folly Beach, South Carolina.

    What is Ground Swell Capital, LLC's CRD number?

    Ground Swell Capital, LLC's CRD number is 159812. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Ground Swell Capital, LLC manage?

    Ground Swell Capital, LLC manages approximately 2 client accounts according to its latest SEC filing.

    Is Ground Swell Capital, LLC SEC registered?

    Yes, Ground Swell Capital, LLC is registered with the SEC as an investment adviser with an approved registration status.

    Similar advisors in South Carolina

    Lpl Financial LLC
    Fort Mill, SC · $819.1B AUM
    Greystar Investment Group, LLC
    Charleston, SC · $36.5B AUM
    Lpl Enterprise, LLC
    Fort Mill, SC · $24.9B AUM
    Apollon Wealth Management, LLC
    Mount Pleasant, SC · $11.6B AUM
    Southstate Private Capital Management LLC
    Columbia, SC · $5B AUM
    Performa Limited (US), LLC
    Charleston, SC · $4.5B AUM
    See all top RIA firms in South Carolina →

    Research firms like Ground Swell Capital, LLC at scale

    Search 43,000+ investment firms and 640,000+ contacts by AUM, custodian, state, and strategy.

    Start Free Trial