SWAN CAPITAL, LLC
Doing business as SWAN CAPITAL. SEC Form ADV profile.
Total regulatory AUM
$351,424,782
Discretionary
$351,424,782
Non-discretionary
$0
Firm details
- CRD number
- 305793
- SEC file number
- 801-127762
- Employees
- 21
- SEC status
- Approved
- Website
- http://www.swan-capital.com/
- Fee structure
-
Percentage of AUM Fixed fees Commissions Performance-based
As of October 2026.