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Brit Chelsee Inman-swanson

Investment adviser representative at Amicus Financial Advisors, LLC
22 yearsExperience
1 stateRegistered in
$550.9MFirm assets
8 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 assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

22 years in the industry.

  1. Amicus Financial Advisors, LLPAug 2007 to now
  2. Ttu Student Legal ServicesAug 2004 to Mar 2018
  3. Texas Tech UniversityAug 2004 to Feb 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2018

State registrations

Registered as an investment adviser representative in 1 state (TX).

Amicus Financial Advisors, LLC

$550.9MAssets managed
748Clients
19Advisers
8 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
5454966
Firm CRD
131315
Advisor's SEC record (opens in a new tab)
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