Kelly Wolfe, financial advisor Winchester VA
88 score

Kelly Wolfe

CRD Number: 6400299
Current Firm: Swift Run Capital Management

Kelly Wolfe (CRD# 6400299) is an Investment Advisor Representative working at Swift Run Capital Management in Winchester, VA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Swift Run Capital Management, LLC Charlottesville, VA Aug 2014 - Current 2
Larkspur Services, Inc. The Plains, VA Jun 2007 - Aug 2014 7
Shenandoah University Winchester, VA Jan 2006 - May 2007 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2014
Contact Info for Kelly E. Wolfe
Phone Number: 434-817-4234
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    224
    MILLIONS
  • Total Number of Accounts
    188
    ACCOUNTS
  • Average Account Value
    $1,190,922
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States

CA, GA, NY, SD, TX, VA

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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