# SWAN PHILIP V ASSOCIATES LLC

SWAN PHILIP V ASSOCIATES LLC of PASADENA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 108000
- Type: SEC-registered investment adviser
- SEC file number: 801-56620
- Location: 527 SOUTH LAKE AVENUE, #104, PASADENA, CA, 91101
- Phone: (626) 793-0377
- Latest filing: 2007-05-01
- Regulatory AUM: $1.1B
- Discretionary AUM: $1.1B
- Non-discretionary AUM: $3.3M
- Clients: 11
- Accounts: 415

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| Taylor Earl Davis | CORPORATE SECRETARY; PRESIDENT/CORPORATE SECRETARY | Fredrick, MD |
| Taylor Davis | CORPORATE SECRETARY; PRESIDENT/CORPORATE SECRETARY | Greenville, SC |
| Taylor M Davis | CORPORATE SECRETARY; PRESIDENT/CORPORATE SECRETARY | Greenville, SC |
| Taylor Lee Davis | CORPORATE SECRETARY; PRESIDENT/CORPORATE SECRETARY | — |
| ADLER RICHARD HOWARD | SHAREHOLDER | — |
| DAVIS CLARK GEORGE | MEMBER | — |
| GRIFFITH HARRY TOM | SHAREHOLDER | — |
| SCHAIBLE MICHAEL FRANK | MEMBER | — |
| GAMB JAMES DARRELL | MEMBER; PRESIDENT, MEMBER | — |
| HABEGGER KATHLEEN MARY | CHIEF COMPLIANCE OFFICER; COMPLIANCE OFFICER | — |
| HAYES JAMES EDWARD | SHAREHOLDER | — |
| LEMON CELIA | COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108000/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108000/similar
- Related entities: https://search.stillhousedata.com/firm/108000/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108000

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.