Unclaimed Profile

Philip Oakman Garland

SWIFT RUN CAPITAL MANAGEMENT, LLC·CHARLOTTESVILLE, Virginia

Series 7, Series 63, Series 65Clean record12 years registeredSWIFT RUN CAPITAL MANAGEMENT, LLC

310 4TH STREET NE SUITE 102, CHARLOTTESVILLE, VA 22902-5299CRD# 4355297Firm CRD# 159345

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Philip Oakman Garland · CHARLOTTESVILLE, VA

Registration

CRD #4355297 · SWIFT RUN CAPITAL MANAGEMENT, LLC · 12 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SWIFT RUN CAPITAL MANAGEMENT, LLC

SWIFT RUN CAPITAL MANAGEMENT

Sep 2013 – Jan 2021

CHARLOTTESVILLE, VA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · September 13, 2013

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SWIFT RUN CAPITAL MANAGEMENT, LLC

CRD 159345 · SEC 801-79419

AUM

$75M

Regulatory assets under management

Employees

92 client accounts

Services offered by SWIFT RUN CAPITAL MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at SWIFT RUN CAPITAL MANAGEMENT, LLC →

Introduction

Speak with Philip

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Philip is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in CHARLOTTESVILLE?

Browse all registered financial advisors in CHARLOTTESVILLE, Virginia or claim this profile if it's yours.

Browse CHARLOTTESVILLE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Philip Oakman Garland offer?

Philip Oakman Garland specializes in Investment Management.

What are Philip Oakman Garland's credentials?

Philip Oakman Garland is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Philip Oakman Garland located?

Philip Oakman Garland is based in CHARLOTTESVILLE, Virginia, last registered with SWIFT RUN CAPITAL MANAGEMENT, LLC.

How does Philip Oakman Garland charge for services?

Philip Oakman Garland's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SWIFT RUN CAPITAL MANAGEMENT, LLC?

SWIFT RUN CAPITAL MANAGEMENT, LLC has approximately 3 employees and manages $75M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →