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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-06-2019
- Office Locations
- 1
Office Locations
About Swan Capital
SWAN Capital is a Pensacola, FL advisory firm focused on helping retirees and pre-retirees plan for retirement through financial planning and investment management, with emphasis on estate/legacy planning, managing long-term care and medical-cost risks, and building sustainable income. The firm is active in community education, hosting seminars and using a “Risk Number” profiling tool to align portfolios with client risk tolerance, and custodies with Schwab.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ANDREW SCOTT MCNAIR
Chief Compliance Officer, Founder, Manager, President
- CRD
- #6182740
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Jacob Daniel Adam Hawkins
Portfolio Specialist
- CRD
- #8165890
Lucas Paul Juery
Portfolio Manager
- CRD
- #7563618
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $351,424,782 | $149,925 |
| Non-Discretionary | $0 | -- |
| Total | $351,424,782 | $149,925 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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