RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Florida
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Oct 15, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
MCNAIR, ANDREW, SCOTTIMANAGER AND CCOE Control
MCNAIR, ANDREW, SCOTTIMANAGER AND CCOE Control
MCNAIR, ANDREW, SCOTTIMANAGER AND CCOE Control
MCNAIR, ANDREW, SCOTTIMANAGER AND CCOE Control
MCNAIR, ANDREW, SCOTTIMANAGER AND CCOE Control
MCNAIR, ANDREW, SCOTTIMANAGER AND CCOE Control
MCNAIR, ANDREW, SCOTTIMANAGER AND CCOE Control
MCNAIR, ANDREW, SCOTTIMANAGER AND CCOE Control
MCNAIR, ANDREW, SCOTTIMANAGER AND CCOE Control
MCNAIR, ANDREW, SCOTTIMANAGER AND CCOE Control
MCNAIR, ANDREW, SCOTTIMANAGER AND CCOE Control
MCNAIR, ANDREW, SCOTTIMANAGER AND CCOE Control

Registrations

Federal

IA
Oct 15, 2025 REGISTERED

Notice Filings (7)

AL CO FL GA LA NC TX

Address


Phone: (850) 380-9558