{
  "crd_number": 333123,
  "slug": "sword-and-shield-solutions-llc-333123",
  "primary_business_name": "SWORD AND SHIELD SOLUTIONS LLC",
  "legal_name": "SWORD AND SHIELD SOLUTIONS LLC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2025-02-05",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-03-24",
  "carried_forward": false,
  "raum_total": 300000.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 300000.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 300000.0,
      "count": 1
    }
  },
  "compensation_types": [
    "fixed",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "MN"
  ],
  "websites": [
    "https://facebook.com/SwordAndShieldSolutions?mibextid=LQQJ4d",
    "https://facebook.com/TheMarketForge",
    "https://instagram.com/themarketforge",
    "https://substack.com/@themarketforge",
    "https://swordandshieldsolutions.com",
    "https://themarketforge.com",
    "https://themarketforgestrategy.kit.com/bfd3b7a3da",
    "https://x.com/TheMarketForge",
    "https://youtube.com/@TheMarketForge"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/333123",
  "listing_state": "MN",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/sword-and-shield-solutions-llc-333123",
  "display_name": "Sword and Shield Solutions LLC",
  "summary": "Sword and Shield Solutions LLC is a state-registered investment advisory firm, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.",
  "citation": "AdvisorCensus. Sword and Shield Solutions LLC (CRD 333123): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Sword and Shield Solutions LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Sword and Shield Solutions LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Is Sword and Shield Solutions LLC registered with the SEC or a state?",
      "a": "Sword and Shield Solutions LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 333123."
    },
    {
      "q": "How much does Sword and Shield Solutions LLC manage?",
      "a": "Sword and Shield Solutions LLC reports $300,000 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (0% discretionary)."
    },
    {
      "q": "What types of clients does Sword and Shield Solutions LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1)."
    },
    {
      "q": "Does Sword and Shield Solutions LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/333123"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/sword-and-shield-solutions-llc-333123.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 300000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/333123",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}