Svane Capital, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$28,184,327
Clients
35
54% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
35
TypicalAverage account size
$805,266
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
Portfolio management
Expertise
Passive / index investing
Real estate investing
Annuities
Fee options
$0 - $500,000: 0.99% annually $500,000+: 0.49% annually
Main office location
Svane Capital, LLC
Sugar Land TX, United States
Number of offices
1
Most active in
Svane Capital, LLC has reported serving >5 clients in these states in the last 12 months.
Louisiana · Oregon · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Forms ADV
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