# Gerard Swienton

> Gerard Swienton is a fee-only financial advisor at Investment Leadership in Forest, Virginia, who holds the CFP credential. Investment Leadership reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/gerard-swienton/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Investment Leadership
- **Based in:** Forest, Virginia
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $86.4M across 263 accounts
- **Credentials:** CFP
- **CRD:** 1424932 (https://adviserinfo.sec.gov/individual/summary/1424932)
- **SEC registration:** Investment adviser representative in TX, VA
- **Exams passed:** Series 63 (1985), Series 65 (1996)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://www.investmentleadership.com

## Frequently asked questions

### Is Gerard Swienton a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Gerard holds no broker registration, and Investment Leadership reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Gerard charge for financial advice?

Gerard's firm, Investment Leadership, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Gerard Swienton based?

Gerard Swienton is based in Forest, Virginia.

### What credentials does Gerard Swienton hold?

Gerard Swienton holds the CFP credential.

### Is Gerard Swienton registered with the SEC?

Yes. Gerard Swienton is registered as an investment adviser representative in TX and VA (CRD 1424932), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Investment Leadership manage?

Investment Leadership reports $86.4M across 263 accounts in assets under management.

### How do I contact Gerard Swienton?

Through Gerard's website, www.investmentleadership.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1424932): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.