Kevin Joseph Kale
Investment adviser representative at Sws Partners, LLC
23 yearsExperience
1 stateRegistered in
$442.6MFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
23 years in the industry.
- Sws Partners, LLCSep 2025 to now
- Inverness SecuritiesOct 2020 to now
- Ancora Family Wealth AdvisorsOct 2020 to Sep 2025
- US BankJan 2019 to Oct 2020
- Wealthstone Inc.Sep 2018 to Jan 2019
- Halite Partners, LLCMar 2018 to Sep 2018
- Manning & Napier Advisors, LLCMar 2003 to Mar 2018
- Manning & Napier Investor Services, Inc.Mar 2003 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (OH).
Sws Partners, LLC
$442.6MAssets managed
157Clients
5Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4651271
- Firm CRD
- 281838