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- Custodian
- Charles Schwab & Company ยท SEI
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-02-2021
- Office Locations
- 3
Office Locations
About Parvin Asset Management, LLC
Parvin Asset Management is an SEC-registered investment adviser providing portfolio management for individuals and families, with strategies available to retail and institutional clients. Since 2001 (formerly SWAN Asset Management), the firm uses a disciplined value-and-profitability approach focused on capital preservation, building concentrated equity portfolios typically around 20 equal-weight positions alongside traditional and alternative exposures, often implemented via ETF-based SMAs (e.g., Schwab/SEI).
Reported data analysis
What the numbers show
Between March 31, 2025 and March 30, 2026, reported AUM increased 26.9%, from $141.0M to $179.0M.
Across 5 reported observations, AUM increased 73.1% between July 27, 2022 and March 30, 2026, from $103.4M to $179.0M.
Of the latest reported AUM, 99.3% is discretionary and 0.7% is non-discretionary.
The firm reports 3 advisory representatives and 101 clients, or 33.7 clients per representative. That equates to $1.8M in reported AUM per client.
The profile lists 3 reported office locations and 5 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
JAMES STEVEN SMITH
Chief Investment Officer, Financial Advisor, MANAGING DIRECTOR, PORTFOLIO MANAGER
- CRD
- #1094733
- Ownership
- 75% or more
TODD HAROLD KEATING
Chief Compliance Officer, Chief Operating Officer, MANAGING DIRECTOR
- CRD
- #2366291
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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GEORGE ANDREW MESCHTER
--
- CRD
- #4859302
RICHARD PEABODY PRESTON
Director
- CRD
- #1921622
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $177,687,864 | $592,293 |
| Non-Discretionary | $1,281,537 | $1,281,537 |
| Total | $178,969,401 | $594,583 |
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Separately Managed Accounts
SMA allocation detail is available
Parvin Asset Management, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.