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Swift Capital Management Corporation (Chicago)


Swift Capital Management Corporation is a large advisory firm based in Chicago. It manages $38.75 million of regulatory assets for 91 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Illinois.

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Swift Capital Management Corporation provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Swift Capital Management Corporation: assets under management

The assets under management (AUM) of Swift Capital Management Corporation is $38.75 million. The firm's AUM has grown by 55% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $28.85 million in discretionary accounts and $9.9 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $930.66 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $165.07 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Swift Capital Management Corporation for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Chicago

The principal office where Swift Capital Management Corporation performs its advisory services is located at 205 N. Michigan Avenue, Chicago, IL 60601, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 312-259-9595 or by fax 312-704-0707. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at www.swiftwealthmanagement.com.


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