SWAN CAPITAL MANAGEMENT, LLC
CRD #164280 SEC #801-76701 DURANGO, CO 970-382-8901
SEC Registered
Total AUM
$1.7B
Discretionary
$1.7B
Employees
5
Clients
--
Accounts
17
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.7B | $1.7B | $0 | 5 | 0 |
| Mar 2024 | $1.4B | $1.4B | $0 | 8 | 0 |
| Mar 2023 | $1.2B | $1.2B | $0 | 7 | 0 |
| Oct 2022 | $1.5B | $1.5B | $0 | 9 | 0 |
| Mar 2022 | $1.5B | $1.5B | $0 | 9 | 0 |
| Mar 2021 | $1.4B | $1.4B | $0 | 8 | 0 |
| Mar 2020 | $1.9B | $1.9B | $0 | 11 | 0 |
| Feb 2019 | $2.6B | $2.6B | $0 | 16 | 0 |
| Dec 2018 | $3.3B | $3.3B | $0 | 22 | 0 |
| Feb 2018 | $3.3B | $3.3B | $0 | 22 | 0 |
| Mar 2017 | $2.2B | $2.2B | $0 | 22 | 11 |
| Mar 2016 | $1.4B | $1.4B | $0 | 17 | 1 |
| Mar 2015 | $1.1B | $1.1B | $0 | 8 | 1 |
| Jan 2015 | $940.3M | $940.3M | $0 | 8 | 1 |
| Dec 2014 | $909.8M | $909.8M | $0 | 2 | 1 |
| Mar 2014 | $379.8M | $379.8M | $0 | 2 | 1 |
| Mar 2013 | $160M | $160M | $0 | 1 | 1 |
| May 2012 | $0 | $0 | $0 | -- | 1 |
DateMar 2025
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees8
Clients0
DateMar 2023
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees7
Clients0
DateOct 2022
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees9
Clients0
DateMar 2022
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees9
Clients0
DateMar 2021
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees8
Clients0
DateMar 2020
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees11
Clients0
DateFeb 2019
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees16
Clients0
DateDec 2018
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees22
Clients0
DateFeb 2018
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees22
Clients0
DateMar 2017
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees22
Clients11
DateMar 2016
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees17
Clients1
DateMar 2015
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees8
Clients1
DateJan 2015
Total AUM$940.3M
Discretionary$940.3M
Non-Disc.$0
Employees8
Clients1
DateDec 2014
Total AUM$909.8M
Discretionary$909.8M
Non-Disc.$0
Employees2
Clients1
DateMar 2014
Total AUM$379.8M
Discretionary$379.8M
Non-Disc.$0
Employees2
Clients1
DateMar 2013
Total AUM$160M
Discretionary$160M
Non-Disc.$0
Employees1
Clients1
DateMay 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients1