Swift Run Capital Management
Firm details
- Headquarters
- Charlottesville, Virginia
- CRD number
- 159345
- Registered since
- April 9, 2014
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI77.41%
- Corporations / Businesses14.19%
- Individuals8.4%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Swift Run Capital Management is an independent registered investment adviser organized as an LLC and active since 2014. The firm provides portfolio management primarily for individuals, small businesses and other private clients, and it also accepts institutional relationships. Its client-fee model combines a traditional percentage-of-AUM fee with performance-based fees, reflecting the use of outcomes-oriented mandates alongside standard advisory accounts. The firm does not describe itself as an ESG-focused investor and is not designated as a multi-state adviser or capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities60%
- Private Funds24%
- US Government Bonds13%
- Cash & Cash Equivalents3%
Owners & executives
2 of 2
Daniel Goodall
Chief Operating OfficerCRD 6201770
Timothy Mullen
CEO & Chief Investment OfficerCRD 1631336
Contacts
1 of 1
Jonathan Foltz
Office Manager & Investment OfficerCRD 3073296
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Charlottesville, VA
Charlottesville City
Location
Charlottesville, VA
Headquartered in Charlottesville, VA, in the South of the United States.
- Region
- South
- County
- Charlottesville City
- Address
- 310 4th St Ne
- Time zone
- ET (UTC-5)
- Office locations
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