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SWAN CAPITAL MANAGEMENT, LLC
CRD 164280 · SEC 801-76701
1099 MAIN AVE., SUITE 206, DURANGO, CO, 81301, United States
Phone
970-382-8901
Fax
970-382-8901
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.30B
Discretionary AUM
$1.30B
Team
5 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-03
Disciplinary history
No
Services
Portfolio management (investment companies)
Client types
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 8 | $1.30B |
States served
CO, PR, FL
All web addresses on file
Official SEC filing: View on IAPD