Swan Capital
Swan Capital is an SEC-registered mass-market adviser with $351.4M assets under management (AUM, regulatory AUM), +31% over one year. See who owns Swan Capital: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 305793, SEC 801-127762, data through 2026-06-09.
- AUM (assets under management / regulatory AUM)
- $351.4M (2026-06-09)
- Firm type
- Mass-Market Adviser
- Employees
- 21
- Clients
- 671
- CRD
- 305793
- Ownership
- MCNAIR, ANDREW, SCOTT
How much AUM does Swan Capital have?
Swan Capital reported $351.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-09).
Who owns Swan Capital?
Disclosed owners and executives of Swan Capital include MCNAIR, ANDREW, SCOTT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.