Swan Capital

Swan Capital (CRD# 305793) is a financial advisory firm headquartered in , . They manage $190,671,290 in 1,428 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
https://twitter.com/swancapital
By the Numbers
  • Total Assets Under Management
    191
    MILLION
  • Total Number of Accounts
    1,428
    ACCOUNTS
  • Average Account Value
    $133,523
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, CO, FL, GA, LA, NC, TX

Financial Advisors at Swan Capital
Showing 1 - 3 of 3 top financial advisors.
1
Andrew McNair, financial advisor Pensacola FL
Andrew S. McNair
CRD#: 6182740
Pensacola, FL

Andrew McNair (CRD# 6182740) is an Investment Advisor Representative working at Swan Capital in Pensacola, FL and has over 11 years of experience in the finance industry.

2
Lucas Juery, financial advisor Pensacola FL
Lucas P. Juery
CRD#: 7563618
Pensacola, FL

Lucas Juery (CRD# 7563618) is an Investment Advisor Representative working at Swan Capital in Pensacola, FL and has 1 year of experience in the finance industry.

3
Vicki Long, financial advisor Pensacola FL
Vicki Long
CRD#: 7881650
Pensacola, FL

Vicki Long (CRD# 7881650) is an Investment Advisor Representative working at Swan Capital in Pensacola, FL and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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