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 16 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 4 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 4 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 4 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 3 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.