Swift Run Capital Management

RIASEC RegisteredEst. 2014
Total AUM
$88.1M
Discretionary
$60.8M
69% of AUM
Avg account
$1.1M
Accounts
79
Employees
3
Advisory reps
3

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 60%, Private Funds 24%, US Government Bonds 13%, Cash & Cash Equivalents 3%60%
  • Exchange Traded Equities60%
  • Private Funds24%
  • US Government Bonds13%
  • Cash & Cash Equivalents3%

Owners & executives

2 of 2
  • Daniel Goodall

    Daniel Goodall

    Chief Operating OfficerCRD 6201770

  • Timothy Mullen

    CEO & Chief Investment OfficerCRD 1631336

Contacts

1 of 1
  • Jonathan Foltz

    Jonathan Foltz

    Office Manager & Investment OfficerCRD 3073296

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth