$170.9M Total AUM
$170.9M Disc. AUM
-- 3Y CAGR
3 Employees
49 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-25-2025
- Office Locations
- 1
Office Locations
-- Lake Oswego OR
About Swiftwater Capital
Swiftwater Capital is an Oregon-based advisory firm focused on helping individuals navigate retirement. The team provides financial planning and portfolio management with an asset-allocation approach using ETFs and mutual funds. The firm custodians with Schwab and uses tools such as Black Diamond and eMoney, and publishes a retirement planning guide for prospects and clients.
Team overview
72 AVG AGE
$170.9M AVG AUM / ADVISOR
$3.5M AVG AUM / CLIENT
1.4 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
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Investment Themes
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Services
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Technology
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Owner & Executives
F
FREDERICK JOSEPH PAYNE JR
Chief Compliance Officer, Manager
- CRD
- #1290237
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $170,887,842 | $850,188 |
| Non-Discretionary | $0 | -- |
| Total | $170,887,842 | $850,188 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available Other:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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