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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-28-2015
- Office Locations
- 1
Office Locations
About Svane Capital, LLC
Svane Capital, LLC is a founder-led wealth management firm that formulates financial strategies with clients, implements disciplined investment plans, and reports progress toward goals. The practice focuses on portfolio construction and investment planning with an ETF-centric approach, serving retail clients and operating with custody relationships that include Charles Schwab and TD Ameritrade.
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Investment Themes
Investment Vehicles
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Technology
Owner & Executives
BENJAMIN PAUL SWAN
Chief Compliance Officer, Chief Financial Officer, Managing Member
- CRD
- #6063003
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,184,327 | -- |
| Non-Discretionary | $0 | -- |
| Total | $28,184,327 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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