Kevin Kale
SWS Partners · Columbus, Ohio
Kevin Kale is a fee-only financial advisor at SWS Partners in Columbus, Ohio. SWS Partners reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.
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Facts
| Firm | SWS Partners |
|---|---|
| Based in | Columbus, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees · Performance-based fees |
| Assets under management | $442.6M across 519 accounts |
| SEC registration | Investment adviser representative in OH · CRD 4651271 |
| Exams passed | Series 63 (2003) · Series 65 (2026) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.swspartners.com |
How Kevin's firm compares
- SWS Partners's average account is about $853,000, from its Form ADV (assets managed divided by 519 accounts).
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Questions about Kevin
Is Kevin Kale a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kevin holds no broker registration, and SWS Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kevin charge for financial advice?
Kevin's firm, SWS Partners, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.
Where is Kevin Kale based?
Kevin Kale is based in Columbus, Ohio.
Is Kevin Kale registered with the SEC?
Yes. Kevin Kale is registered as an investment adviser representative in OH (CRD 4651271), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does SWS Partners manage?
SWS Partners reports $442.6M across 519 accounts in assets under management.
How do I contact Kevin Kale?
Through Kevin's website, www.swspartners.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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