# Swiss American Advisors Ltd.

> Swiss American Advisors Ltd. is an SEC-registered investment advisory firm in Zuerich, Switzerland, registered since 2010, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 30, 2026.

- CRD: 152531
- Filed as: SWISS AMERICAN ADVISORS LTD.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Zuerich, Switzerland
- Filing period: October 2026
- Form ADV filing dated: June 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/152531
- AdvisorCensus page: https://advisorcensus.com/firm/swiss-american-advisors-ltd-zuerich-152531

## Quick answers

**How is Swiss American Advisors Ltd. compensated?**
On its Form ADV (Item 5.E, October 2026), Swiss American Advisors Ltd. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Swiss American Advisors Ltd. located?**
Swiss American Advisors Ltd.'s principal office is in Zuerich, Switzerland, according to its Form ADV.

**Is Swiss American Advisors Ltd. registered with the SEC or a state?**
Swiss American Advisors Ltd. is an SEC-registered investment advisory firm, registered since 2010. Status as filed: Approved. CRD 152531.

**How much does Swiss American Advisors Ltd. manage?**
Swiss American Advisors Ltd. reports $0 in regulatory assets under management in its Form ADV filing dated June 30, 2026.

**How have Swiss American Advisors Ltd.'s assets and staff changed since 2021?**
In the Form ADV data for Swiss American Advisors Ltd.: Regulatory assets under management: $59,691,674 in the October 2021 data and $0 in the October 2026 data, down 100%. Total employees: 1 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**Does Swiss American Advisors Ltd. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/152531

**What changed in Swiss American Advisors Ltd.'s recent Form ADV filings?**
In the July 2026 filing data: Item 11 disclosure answers changed: 0 yes answers, previously 1 (now no: 11.A(2)). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2010 (16 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $59,691,674 | 1 | May 18, 2021 |
| October 2022 | $60,201,729 | 1 | April 21, 2022 |
| October 2023 | $54,346,673 | 1 | May 26, 2023 |
| October 2024 | $53,210,614 | 1 | April 16, 2024 |
| October 2025 | $53,210,614 | 1 | April 16, 2024 |
| October 2026 | $0 | 3 | June 30, 2026 |

Regulatory assets under management: $59,691,674 in the October 2021 data and $0 in the October 2026 data, down 100%.
Total employees: 1 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Item 11 disclosure answers changed: 0 yes answers, previously 1 (now no: 11.A(2)).
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Regulatory assets under management went from $53,210,614 to $0 (-100%).
- Its Item 11 disclosure answers changed.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Swiss American Advisors Ltd. (CRD 152531): Form ADV filing data as of October 2026.