AUMdb

Firestorm Capital Llc

State-registered Wealth Manager · Boutique (under $100M) CRD 155732 · · WWW.FIRESTORMCAPITAL.COM
☆ Save with Pro ADV data as of Jun 30, 2025
Regulatory AUM
$9.0M
Discretionary
$9.0M
Clients
5
Avg AUM / client
$1.8M
Accounts
6
Employees
1

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 5 $9.0M 100.0%

People (1)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Eric Benjamin Swergold Registered representative Aug 2025 (1y)

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 06/30/2025 984 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Subscription fees
  • Other fees
  • SELF MANAGED ASSETS NO FEE

Services

  • Portfolio management for individuals/small businesses
  • Publication of periodicals or newsletters
  • Other services

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 30, 2025.

View current Form ADV (SEC/IAPD) ↗