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Wealth manager, independent · Geneva, Switzerland

Swiss Finance Management International SA

SEC-registered investment adviser · CRD 284408 · SEC 801-108532

At a glance

Swiss Finance Management International SA is an SEC-registered investment adviser based in Geneva, Switzerland, with $59 million in regulatory assets under management as of its Form ADV filed February 12, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 32 individual clients. By Form ADV it is a wealth manager, ranked 8,500th of 8,915 wealth managers and 15,814th of 17,210 SEC-registered advisers by assets.

Main office +41797837160swissfim.comLinkedInAs filed on Form ADV

Regulatory AUM
$59M
Rank among wealth managers
#8,500 of 8,915
Rank among all SEC RIAs
#15,814 of 17,210
Individual clients
32
High-net-worth clients
26
Accounts
26
Discretionary
28% of AUM
Employees
8
Advisory staff
4
Offices
2

Owners and executives on its Form ADV

  • Carlos El KhouryCEO & 99% Shareholder of Swiss Finance Management SA - the Holding Company, That Owns 80% of Swiss Finance Management Internatio

Custody and brokerage

Custodian

Swiss Finance Management International SA’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.

Broker-dealer

No broker-dealer ties

Other RIAs with no broker-dealer ties

Who it serves

Client typeClientsRegulatory AUMShare
High-net-worth individuals26$59M100%
Individuals6$0M0%
Corporations or other businesses1$0M0%

Disciplinary disclosures

Swiss Finance Management International SA reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗

Services

  • Portfolio management for individuals and small businesses
  • Other services

How it’s paid

  • Commissions

Form ADV and brochures on the SEC’s adviser search ↗swissfim.com ↗

AtlasMembers

The full record on Swiss Finance Management International SA

Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.

Assets, accounts, clients and staff, 9 years of filings
Locked
Growth over one, three and five years
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Rank against 2,468 peers of its type and size
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Owners and executives, with titles and stakes
1 namedLocked
Main office, fax and compliance officer
Locked
Filing changes this year, with alerts
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Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Background

Questions

How much does Swiss Finance Management International SA manage?

Swiss Finance Management International SA reports $59 million in regulatory assets under management across 26 accounts, 28% of it on a discretionary basis, on its Form ADV filed February 12, 2026.

What kind of firm is Swiss Finance Management International SA?

Swiss Finance Management International SA is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.

Who are Swiss Finance Management International SA’s clients?

By assets, its largest client types are high-net-worth individuals ($59 million, 26 clients); individuals ($0, 6 clients); corporations or other businesses ($0, 1 clients).

Does Swiss Finance Management International SA have any disciplinary history?

Swiss Finance Management International SA reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.

Where these numbers come from

Every figure is Swiss Finance Management International SA’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-02-12), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.

Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →