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Douglas Andrew Swope

STILLWATER CAPITAL ADVISORS, LLC·DEVON, Pennsylvania
Series 6, Series 7, Series 63, Series 65Clean record24 years registeredSTILLWATER 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 · 24 years registered
Brand Profile
Not yet started
01

Career History

CAPTRUST
May 2026 – present
STILLWATER CAPITAL ADVISORS, LLC
Jun 2009 – present
MORGAN STANLEY SMITH BARNEY LLC
Jun 2009 – Jun 2009
BERWYN, PA
CITIGROUP GLOBAL MARKETS INC.
May 2002 – Jun 2009
BERWYN, PA
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 63
Series 65
Registration record
First registered · May 24, 2002
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
STILLWATER CAPITAL ADVISORS, LLC
CRD 149946 · SEC 801-70060
AUM
$981M
Regulatory assets under management
Employees
6
1,901 client accounts
Services offered by STILLWATER CAPITAL ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at STILLWATER CAPITAL ADVISORS, LLC →
Introduction

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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

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Pennsylvania
PITTSBURGH (289)PHILADELPHIA (208)WAYNE (87)RADNOR (71)BERWYN (68)MALVERN (58)WEST CONSHOHOCKEN (56)LANCASTER (55)CONSHOHOCKEN (50)WYOMISSING (48)
City Guides
PITTSBURGH GuidePHILADELPHIA GuideWAYNE GuideRADNOR GuideBERWYN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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