RIA Intel›Advisers›Florida›SWAN INVESTMENT STRATEGIES, LLC

SWAN INVESTMENT STRATEGIES, LLC

Advisory

SARASOTA, FL

Data as of Feb 16, 2026 · Source: SEC Form ADV

Rank in FL

#1,638

of 2,610 advisers by AUM

Average account

$149K

across 323 accounts

AUM per adviser

$48M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 16, 2026.

Total AUM

$48M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$48M

Discretionary AUM$47M

Non-Discretionary AUM$542K

Discretionary %98.9%

Total Clients163

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

163 clients

27 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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