AdvisorOS Directory
Claim Profile
PG

Philip Oakman Garland

SWIFT RUN CAPITAL MANAGEMENT, LLC·CHARLOTTESVILLE, Virginia
Unclaimed Profile
310 4TH STREET NE SUITE 102, CHARLOTTESVILLE, VA 22902-5299CRD# 4355297Firm CRD# 159345
01

About

Philip Oakman Garland is a registered financial advisor based in CHARLOTTESVILLE, Virginia, affiliated with SWIFT RUN CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
03

Firm Overview

Firm
SWIFT RUN CAPITAL MANAGEMENT, LLC
SWIFT RUN CAPITAL MANAGEMENT
AUM
$75M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at SWIFT RUN CAPITAL MANAGEMENT, LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4355297
Firm CRD# 159345
No disclosures on file
View on FINRA BrokerCheck →

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 AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Philip Oakman Garland offer?
Philip Oakman Garland specializes in Investment Management. Contact their office in CHARLOTTESVILLE, Virginia for a consultation.
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, working with SWIFT RUN CAPITAL MANAGEMENT, LLC. Their office serves clients in the CHARLOTTESVILLE metropolitan area and surrounding communities.
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 →
Other advisors in CHARLOTTESVILLE
Jaime Ward Vieser — CASTLE HILL ASSET MANAGEMENT LLCIan Paterson Brown — CASTLE HILL ASSET MANAGEMENT LLCTimothy Selig Mullen — SWIFT RUN CAPITAL MANAGEMENT, LLCDaniel Paul Goodall — SWIFT RUN CAPITAL MANAGEMENT, LLCBrian Christopher Mcphee Bassett — CASTLE HILL ASSET MANAGEMENT LLC
Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)ALEXANDRIA (149)RESTON (142)
City Guides
RICHMOND GuideARLINGTON GuideMCLEAN GuideALEXANDRIA GuideRESTON Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile