Swift Creek Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$6,026,356
Total clients
8
50% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
8
Average account size
$753,295
About
Swift Creek Wealth Management is a small, independent advisory firm that provides discretionary portfolio management and financial planning to a very limited client base — managing roughly $6.0 million on behalf of eight clients. The firm primarily advises on mutual funds and exchange-traded funds and may use firm-developed model portfolios to implement client objectives.
The firm typically operates on a discretionary basis, asking clients to grant trading authority and employing methods such as Modern Portfolio Theory, long-term purchases, and technical analysis to construct and manage accounts. It uses institutional custodians (including Shareholder Services Group and Altruist Financial) and routinely directs brokerage through those custodians rather than rotating brokers for each trade.
Distinctive features include the unusually small number of clients relative to assets under management, a solo-advisor structure, and the firm’s routine requirement that clients direct brokerage to specific custodians, which can affect execution options. The firm also discloses that persons associated with the practice are unaffiliated licensed insurance agents and that it does not vote client proxies on securities held in client accounts.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Fee options
$3,000 - $5,000 (negotiable)
$500,000 - $999,999: 1.0% $1,000,000 - $1,999,999: 0.75% $2,000,000 - $2,999,999: 0.50% $3,000,000+: 0.25%
$225/hour (negotiable)
Account minimum: $500,000
Main office location
Swift Creek Wealth Management
Moseley VA, United States
Number of offices
1
Most active in
Swift Creek Wealth Management has reported serving >5 clients in these states in the last 12 months.
Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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