AdvisorCensus / Financial advisors / Virginia / Charlottesville / Swift Run Capital Management

Swift Run Capital Management

Charlottesville, VAState-registered investment adviserCRD 159345

Filed as SWIFT RUN CAPITAL MANAGEMENT · Legal name Swift Run Capital Management, LLC

Swift Run Capital Management is a state-registered investment advisory firm in Charlottesville, VA, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

5 years

registered since 2021

$88,100,000

assets under management

2 arrangements

Percentage of assets, Performance-based

None

disclosure items (Item 11)

Quick answers

From the filing

How is Swift Run Capital Management compensated?

On its Form ADV (Item 5.E, October 2026), Swift Run Capital Management reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

Where is Swift Run Capital Management located?

Swift Run Capital Management's principal office is in Charlottesville, VA, according to its Form ADV.

Is Swift Run Capital Management registered with the SEC or a state?

Swift Run Capital Management is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 159345.

How much does Swift Run Capital Management manage?

Swift Run Capital Management reports $88,100,000 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (69% discretionary).

What types of clients does Swift Run Capital Management serve?

By number of clients on Form ADV Item 5.D: high net worth individuals (40); individuals (other than high net worth individuals) (12); corporations or other businesses not listed above (5).

Does Swift Run Capital Management report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/159345

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E

A percentage of assets under your management
Performance-based fees

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Regulatory assets under management

Item 5.F

$88,100,000

$88,100,000 as of October 2026, filing dated March 30, 2026.

Discretionary: $60,800,000.Non-discretionary: $27,300,000.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D

Individuals (other than high net worth individuals)

Clients 12 Assets $7,400,000 (8%)

High net worth individuals

Clients 40 Assets $68,200,000 (77%)

Banking or thrift institutions

Clients 0 Assets Not reported

Investment companies

Clients 0 Assets Not reported

Business development companies

Clients 0 Assets Not reported

Pension and profit sharing plans (but not the plan participants or government pension plans)

Clients 0 Assets Not reported

Charitable organizations

Clients 0 Assets Not reported

State or municipal government entities (including government pension plans)

Clients 0 Assets Not reported

Other investment advisers

Clients 0 Assets Not reported

Insurance companies

Clients 0 Assets Not reported

Sovereign wealth funds and foreign official institutions

Clients 0 Assets Not reported

Corporations or other businesses not listed above

Clients 5 Assets $12,500,000 (14%)

Other

Clients 0 Assets Not reported

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G

Portfolio management for individuals and/or small businesses

Registration and firm details

Items 1, 2, 5

Legal name: Swift Run Capital Management, LLC
Registration: State-registered investment adviser. Status as filed: APPROVED.
Registered since: 2021 (5 years)
Employees: Total: 3. Performing investment advisory functions: 3.
Wrap fee program participation: No.
States registered or notice-filed: 1 state or jurisdiction

VA

State-registered investment advisers are examined by their state securities regulator. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Changes in the filing

Last 12 months

No changes to these filed facts in the last 12 months of filing data.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I

swiftruncapital.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Swift Run Capital Management (CRD 159345): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/swift-run-capital-management-charlottesville-va-159345