Benjamin Swan, financial advisor Sugar Land TX
93 score

Benjamin Swan

CRD Number: 6063003
Current Firm: Svane Capital, LLC

Benjamin Swan (CRD# 6063003) is an Investment Advisor Representative working at Svane Capital, LLC in Sugar Land, TX and has over 4 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Torch Securities, LLC Sugar Land, TX Aug 2015 - Current 1
Svane Capital, LLC Sugar Land, TX Jun 2015 - Current 1
Panapt, LLC Houston, TX May 2013 - Current 3
Swan Farms, LLC Sugar Land, TX Sep 1997 - Current 19
Lincoln Investment Planning, Inc. Houston, TX May 2012 - Jul 2015 3
Adaptive Asset Management Houston, TX May 2012 - Jun 2015 3
Meriplex Communciations Houston, TX May 2001 - Apr 2012 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2012
Contact Info for Benjamin P. Swan
Phone Number: 713-998-5251
Registered State(s):
  • OR
  • TX
Current Firm Details
Svane Capital, LLC
Firm's CRD Number: 269913
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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