SWAN CAPITAL MANAGEMENT, LLC
  • SWAN CAPITAL MANAGEMENT, LLC
  • SWAN CAPITAL MANAGEMENT, INC.

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Adviser Profile

As of Date 03/03/2026
Registration SEC, Approved, 05/25/2012
ADV Location DURANGO, CO, United States
Contact Info 970 xxxxxxx
Websites
AUM* 1,300,855,577 -6%
of that, discretionary 1,300,855,577 -6%
Number of Employees 5 -38%
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 162,606,947 135%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm
- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

3B 3B 2B 2B 1B 946M 473M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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