R
$11.8M Total AUM
$11.8M Disc. AUM
-- 3Y CAGR
1 Employees
19 ADV. Clients
5 yrs Firm Age
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- Custodian
- Altruist ยท Betterment
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-14-2021
- Office Locations
- 1
Office Locations
-- Northlake TX
About Retire with Swan
Retire With Swan is a Texas-registered RIA led by Christopher Swan, CFP, MBA, serving Texans nearing retirement. The firm delivers a written retirement plan through its Swan Song System, covering income strategy, tax-smart withdrawals, downside guardrails, and legacy alignment, with optional ongoing implementation and monitoring. Portfolios are primarily ETF-based.
Team overview
-- AVG AGE
$11.8M AVG AUM / ADVISOR
$621.1K AVG AUM / CLIENT
3.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Investment Themes
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Technology
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Owner & Executives
C
CHRISTOPHER ALLAN SWAN
Chief Compliance Officer, Founder
- CRD
- #5810132
- Ownership
- 75% or more
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,800,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,800,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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