A complete list of active advisors currently associated with Svane Capital, LLC

Warmer can help you find a great advisor at Svane Capital, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Svane Capital, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.