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.

Similar Advisors
J. Harold Williams, CPA, PFS, CFP®, financial advisor Sugar Land TX
J. Harold Williams, CPA, PFS, CFP®
CRD# 860333
Linscomb & Williams
Similar Advisors
Matthew Goff, financial advisor Sugar Land TX
Matthew Goff
CRD# 2390431
The Goff Financial Group
Similar Advisors
Richard Lambert, financial advisor Sugar Land TX
Richard D. Lambert
CRD# 2754885
Edward Jones
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


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.