David
Swearingen

Chapwood Capital Investment Management, LLC

CRD#2084041
Investment Advisor
in Plano, TX

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About this Advisor

David Swearingen is a financial advisor based in Plano, Texas, working with Chapwood Capital Investment Management, LLC. David has previously held positions at National Asset Management, Sfmg Wealth Advisors, Rising Phoenix, Invito, Sloan Investment Management, and Chapwood Capital Investment Management, LLC. David has passed the Series 63, Series 66, and Series 65 regulatory exams and is registered to provide services in Texas. Currently, David is part of Chapwood Capital Investment Management, LLC, which operates out of Plano, Texas. The firm has 5 employees and manages assets totaling $277.8 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, as well as the selection of other advisers. The fee structure at Chapwood Capital Investment Management, LLC includes asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 66, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

4965 Preston Park Blvd Ste 100
Plano, TX 75093

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Chapwood Capital Investment Management, LLC Brokerage Details

Total Assets Under Management

$277,824,194

TX Average: $3,042,739,679
Total Number of Employees

5

TX Average: 49
Total Number of Accounts

370

TX Average: 2,315
Average Account Size

$750,876

TX Average: $1,314,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

David Swearingen Work History

2023 - Present (1 year)

Chapwood Capital Investment Management, LLC

2022 - 2022 (< 1 year)

Sfmg Wealth Advisors

2021 - 2021 (< 1 year)

Sloan Investment Management

2020 - 2021 (1 year)

Invito

2017 - 2018 (1 year)

Rising Phoenix

2014 - 2017 (3 years)

National Asset Management

Disclosures

Please visit the SEC profile of David Swearingen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Chapwood Capital Investment Management, LLC

David Swearingen
Plano, TX
Jordan Mcfarland
Plano, TX
Kristen Marsh
Plano, TX
Matthew Sandstrom
Plano, TX
Kim Sams
Plano, TX
Edward Butowsky
Plano, TX
Winfred Tubbs
Plano, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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