CRD: 159345
Swift RUN Capital Management
$88.1M Total AUM
$60.8M Disc. AUM
-- 3Y CAGR
3 Employees
57 ADV. Clients
12 yrs Firm Age
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- Custodian
- Broadridge ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-20-2013
- Office Locations
- 1
Office Locations
310 4TH Street NE Suite 102 Charlottesville VA
About Swift RUN Capital Management
Swift RUN Capital Management is a Charlottesville-based RIA. The firm has been operating for 12 years. Managing $88.1M in total assets under management, with 3 advisory representatives. They custody assets with Broadridge and Charles Schwab & Company.
Team overview
48 AVG AGE
$29.4M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
12.6 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
12yrs Firm Age
Insights
Available
Available
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
D
DANIEL PAUL GOODALL
Chief Compliance Officer, Chief Financial Officer, CHIEF OPERATING OFFICER
- CRD
- #6201770
- Ownership
- Less than 5%
Available
Available
Available
TIMOTHY SELIG MULLEN
Chief Executive Officer, Manager, Owner
- CRD
- #1631336
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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J
JONATHAN JACKSON FOLTZ
Investment Officer
- CRD
- #3073296
Available
Available
Available
Showing 1 of 3 contacts
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $60,800,000 | $719,202 |
| Non-Discretionary | $27,300,000 | $2,462,908 |
| Total | $88,100,000 | $813,968 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Private Funds:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q4 2020
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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