Svane Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Svane Capital, LLC provides ongoing portfolio management to individual and high‑net‑worth clients, preparing an individualized Investment Policy Statement for each relationship and generally managing accounts on a discretionary basis. The firm reports about $28.2 million in assets across 35 client relationships and does not impose a firmwide account minimum for its services.
The firm’s investment process draws on a mix of charting, fundamental and technical analysis, quantitative models and modern portfolio theory, and it employs both long‑term and short‑term trading strategies to implement client IPSs. Svane Capital documents client risk tolerance, seeks fair allocation of investment opportunities across accounts, and typically executes trades under discretionary authority.
Compared with many solo independent advisers, the firm’s asset and client counts imply relatively large average account sizes and a concentrated client roster, and its investable universe explicitly includes annuities, treasury inflation‑protected securities, precious‑metal ETFs and real‑estate funds in addition to mutual funds and equities. The brochure discloses an outside business role held by the firm’s principal (treasurer of Swan Farms, LLC) and notes receipt of custodian‑provided research and other services that could give rise to potential conflicts of interest.
Client services
Expertise
Fee options
$0 - $500,000: 0.99% annually $500,000+: 0.49% annually
Main office
Sugar Land TX
Advisors at this office
1
Most active in
Louisiana · Oregon · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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