Swift Run Capital Management

Swift Run Capital Management (CRD# 159345) is a financial advisory firm headquartered in Charlottesville, VA. They manage $223,893,268 in 188 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    224
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, GA, NY, SD, TX, VA

Financial Advisors at Swift Run Capital Management
Showing 1 - 6 of 6 top financial advisors.
1
Philip O. Garland
CRD#: 4355297
310 4th Street Ne Suite 102, Charlottesville, VA 22902
93
Wealthminder
score

Philip Garland (CRD# 4355297) is an Investment Advisor Representative working at Swift Run Capital Management in Charlottesville, VA and has over 15 years of experience in the finance industry.

2
William J. Beisswanger
CRD#: 6298865
310 4th Street Ne Suite 102, Charlottesville, VA 22902
90
Wealthminder
score

William Beisswanger (CRD# 6298865) is an Investment Advisor Representative working at Swift Run Capital Management in Charlottesville, VA and has 1 year of experience in the finance industry.

3
Jonathan J. Foltz
CRD#: 3073296
310 4th Street Ne Suite 102, Charlottesville, VA 22902
89
Wealthminder
score

Jonathan Foltz (CRD# 3073296) is an Investment Advisor Representative working at Swift Run Capital Management in Charlottesville, VA and has over 3 years of experience in the finance industry.

4
Daniel P. Goodall
CRD#: 6201770
310 4th Street Ne Suite 102, Charlottesville, VA 22902
89
Wealthminder
score

Daniel Goodall (CRD# 6201770) is an Investment Advisor Representative working at Swift Run Capital Management in Charlottesville, VA and has over 3 years of experience in the finance industry.

5
Timothy S. Mullen
CRD#: 1631336
310 4th Street Ne Suite 102, Charlottesville, VA 22902
89
Wealthminder
score

Timothy Mullen (CRD# 1631336) is an Investment Advisor Representative working at Swift Run Capital Management in Charlottesville, VA and has over 3 years of experience in the finance industry.

6
Kelly E. Wolfe
CRD#: 6400299
3031 Valley Avenue Suite 106, Winchester, VA 22601
88
Wealthminder
score

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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