Dylan David Swanson
Investment adviser representative at Sather Financial Group, Inc.
12 yearsExperience
1 stateRegistered in
$2.3BFirm assets
26 yearsFirm in business
Are you Dylan David Swanson? Claim your profile
Contact this firm
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
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Sather Financial Group, Inc.Jul 2024 to now
- Self EmployedJun 2022 to Jun 2024
- StudentJul 2014 to May 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
Sather Financial Group, Inc.
$2.3BAssets managed
482Clients
9Advisers
26 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
- 7959615
- Firm CRD
- 109344