Frederick Payne
Swiftwater Capital · Lake Oswego, Oregon
Frederick Payne is a fee-only financial advisor at Swiftwater Capital in Lake Oswego, Oregon, who holds the CFP credential. Frederick focuses on retirement planning and family wealth transfer. Swiftwater Capital reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
Facts
| Firm | Swiftwater Capital |
|---|---|
| Based in | Lake Oswego, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $170.9M across 201 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OR · CRD 1290237 |
| Exams passed | Series 63 (1985) · Series 65 (1992) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.swiftwater.capital |
How Frederick's firm compares
- Swiftwater Capital's average account is about $850,000, from its Form ADV (assets managed divided by 201 accounts).
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Questions about Frederick
Is Frederick Payne a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Frederick holds no broker registration, and Swiftwater Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Frederick charge for financial advice?
Frederick's firm, Swiftwater Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Frederick Payne based?
Frederick Payne is based in Lake Oswego, Oregon.
What does Frederick specialize in?
Frederick's specialties include retirement planning and family wealth transfer. Frederick works with retirees.
What credentials does Frederick Payne hold?
Frederick Payne holds the CFP credential.
Is Frederick Payne registered with the SEC?
Yes. Frederick Payne is registered as an investment adviser representative in OR (CRD 1290237), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Swiftwater Capital manage?
Swiftwater Capital reports $170.9M across 201 accounts in assets under management.
How do I contact Frederick Payne?
Through Frederick's website, www.swiftwater.capital.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Swiftwater Capital website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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