SWAN CAPITAL, LLC

SWAN CAPITAL, LLC is an SEC-registered investment adviser (CRD 305793). Regulatory assets under management: $351.4M.

Registration

• CRD: 305793
• SEC file number: 801-127762
• Type: Registered investment adviser
• Phone: (850) 380-9558
• Latest filing: 2026-06-09
• Regulatory AUM: $351.4M
• Discretionary AUM: $351.4M
• Clients: 21
• Accounts: 2,344

Business model

Compensation: % of AUM, Fixed, Performance, Commissions.

Clients served: Individuals, High net worth, Investment cos.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 305793 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search