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John Carl Swhear

DIVIDEND ASSETS CAPITAL, LLC·RIDGELAND, South Carolina
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58 RIVERWALK BLVD., RIDGELAND, SC 29936-8126CRD# 2671024Firm CRD# 129973
01

About

John Carl Swhear is a registered financial advisor based in RIDGELAND, South Carolina, affiliated with DIVIDEND ASSETS CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
DIVIDEND ASSETS CAPITAL, LLC
DIVIDEND ASSETS CAPITAL, LLC
AUM
$566M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at DIVIDEND ASSETS CAPITAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2671024
Firm CRD# 129973
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Carl Swhear offer?
John Carl Swhear specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in RIDGELAND, South Carolina for a consultation.
What are John Carl Swhear's credentials?
John Carl Swhear is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Carl Swhear located?
John Carl Swhear is based in RIDGELAND, South Carolina, working with DIVIDEND ASSETS CAPITAL, LLC. Their office serves clients in the RIDGELAND metropolitan area and surrounding communities.
How does John Carl Swhear charge for services?
John Carl Swhear's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DIVIDEND ASSETS CAPITAL, LLC?
DIVIDEND ASSETS CAPITAL, LLC has approximately 9 employees and manages $566M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in RIDGELAND
Charles Troy Shaver — DIVIDEND ASSETS CAPITAL, LLCJere Edward Estes — DIVIDEND ASSETS CAPITAL, LLCEinar Storm Trosdal — DIVIDEND ASSETS CAPITAL, LLCWillam Bailey Allin — DIVIDEND GROWTH ADVISORS, LLCThomas William Lane Cameron — DIVIDEND GROWTH ADVISORS, LLC
Nearby cities in South Carolina
GREENVILLE (113)CHARLESTON (112)COLUMBIA (64)FORT MILL (31)MOUNT PLEASANT (28)
City Guides
GREENVILLE GuideCHARLESTON GuideCOLUMBIA GuideFORT MILL GuideMOUNT PLEASANT Guide
Research
Advisor Fees in South CarolinaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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