SWAN CAPITAL, LLC
Legal name: SWAN CAPITAL
CRD #305793 SEC #801-127762 (850) 380-9558
SEC Registered Private Funds
Total AUM
$268.9M
Discretionary
$268.9M
Employees
21
Clients
101
Accounts
1,853
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $268.9M | $268.9M | $0 | 21 | 0 |
| Aug 2025 | $268.9M | $268.9M | $0 | 21 | 0 |
| Mar 2025 | $268.9M | $268.9M | $0 | 21 | 0 |
| Nov 2024 | $190.7M | $190.7M | $0 | 13 | 0 |
| Jun 2024 | $190.7M | $190.7M | $0 | 13 | 0 |
| Mar 2024 | $190.7M | $190.7M | $0 | 13 | 0 |
| Jan 2024 | $102.4M | $102.4M | $0 | 13 | 0 |
| Dec 2023 | $102.4M | $102.4M | $0 | 13 | 0 |
| Sep 2023 | $102.4M | $102.4M | $0 | 14 | 0 |
| Sep 2023 | $102.4M | $102.4M | $0 | 14 | 0 |
| Jun 2023 | $102.4M | $102.4M | $0 | 13 | 0 |
| Mar 2023 | $102.4M | $102.4M | $0 | 12 | 0 |
DateOct 2025
Total AUM$268.9M
Discretionary$268.9M
Non-Disc.$0
Employees21
Clients0
DateAug 2025
Total AUM$268.9M
Discretionary$268.9M
Non-Disc.$0
Employees21
Clients0
DateMar 2025
Total AUM$268.9M
Discretionary$268.9M
Non-Disc.$0
Employees21
Clients0
DateNov 2024
Total AUM$190.7M
Discretionary$190.7M
Non-Disc.$0
Employees13
Clients0
DateJun 2024
Total AUM$190.7M
Discretionary$190.7M
Non-Disc.$0
Employees13
Clients0
DateMar 2024
Total AUM$190.7M
Discretionary$190.7M
Non-Disc.$0
Employees13
Clients0
DateJan 2024
Total AUM$102.4M
Discretionary$102.4M
Non-Disc.$0
Employees13
Clients0
DateDec 2023
Total AUM$102.4M
Discretionary$102.4M
Non-Disc.$0
Employees13
Clients0
DateSep 2023
Total AUM$102.4M
Discretionary$102.4M
Non-Disc.$0
Employees14
Clients0
DateSep 2023
Total AUM$102.4M
Discretionary$102.4M
Non-Disc.$0
Employees14
Clients0
DateJun 2023
Total AUM$102.4M
Discretionary$102.4M
Non-Disc.$0
Employees13
Clients0
DateMar 2023
Total AUM$102.4M
Discretionary$102.4M
Non-Disc.$0
Employees12
Clients0