Investment adviser representative · Swift Run Capital Management
Jonathan J. Foltz
CRD 3073296 · Charlottesville, VA
At a glance
Jonathan J. Foltz is an investment adviser representative with Swift Run Capital Management in Charlottesville, VA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jonathan’s SEC record dates to 2002, about 23 years ago.
Current advisory firm
- Swift Run Capital ManagementSince February 2014Charlottesville, VA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2002 (23 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Jonathan’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.