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Douglas Andrew Swope

STILLWATER CAPITAL ADVISORS, LLC·DEVON, Pennsylvania
Clean recordSTILLWATER CAPITAL ADVISORS, LLC
80 W. LANCASTER AVE. SUITE 230, DEVON, PA 19333CRD# 1531878Firm CRD# 149946

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Douglas Andrew Swope · DEVON, PA
Registration
CRD #1531878 · STILLWATER CAPITAL ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Douglas Andrew Swope is a registered financial advisor based in DEVON, Pennsylvania, affiliated with STILLWATER CAPITAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
STILLWATER CAPITAL ADVISORS, LLC
STILLWATER CAPITAL ADVISORS, LLC
AUM
$981M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at STILLWATER CAPITAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1531878
Firm CRD# 149946
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Douglas Andrew Swope offer?
Douglas Andrew Swope specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in DEVON, Pennsylvania for a consultation.
What are Douglas Andrew Swope's credentials?
Douglas Andrew Swope is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Douglas Andrew Swope located?
Douglas Andrew Swope is based in DEVON, Pennsylvania, working with STILLWATER CAPITAL ADVISORS, LLC. Their office serves clients in the DEVON metropolitan area and surrounding communities.
How does Douglas Andrew Swope charge for services?
Douglas Andrew Swope's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STILLWATER CAPITAL ADVISORS, LLC?
STILLWATER CAPITAL ADVISORS, LLC has approximately 6 employees and manages $981M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at STILLWATER CAPITAL ADVISORS, LLC

John Henry Swope
DEVON, PA
Christopher Corkhill Dautrich
DEVON, PA

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)BERWYN (136)WEST CONSHOHOCKEN (127)MALVERN (124)HARRISBURG (82)LANCASTER (80)
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Research
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