Swan Capital

CRD 305793 · $351.4M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 305793
SEC number: 801-127762
Firm type: RIA
Assets under management: $351.4M as of Jun 9, 2026
Website: www.pinterest.com/swancapital ↗
Phone: (850) 380-9558
Address: Not yet retrieved from the source record

Advisors at this firm

5 in our index · page 1 of 1

Jacob Daniel Adam HawkinsCRD 8165890 · Pensacola, FL

IA Registered
Lucas Paul JueryCRD 7563618 · Pensacola, FL

IA Registered
Andrew Scott McnairCRD 6182740 · Pensacola, FL

IA Registered

Disclosure event(s) on record
William MoyCRD 7803408 · Pensacola, FL

IA RegisteredRegistration inactive
Jamie Lee ViaCRD 7667111 · Pensacola, FL

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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