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TSW II CAPITAL ADVISORS, LLC

CHATTANOOGA, TN · CRD 157380 · IAPD ↗ · tsw3ventures.com · 423-267-1430

$544.5MRegulatory AUM
7Advisory reps
7Employees
0Clients
n/aPlanning clients
9Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

30
April 2026 — TSW II CAPITAL ADVISORS, LLC notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2026 — TSW II CAPITAL ADVISORS, LLC crossed $500M in regulatory AUM ($446.5M -> $544.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
13
March 2025 — TSW II CAPITAL ADVISORS, LLC changed its website from tswii.com to tsw3ventures.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.