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Andrew Scott McNair

Swan Capital

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About Andrew Scott McNair

Andrew McNair is an Investment Advisor Representative with Swan Capital. Andrew McNair has been in the industry since 2012 and has a Series 65 license. Andrew McNair is registered with the state of Alabama, Florida, and North Carolina. Andrew McNair is also an adjunct professor at Pensacola State College. Andrew McNair specializes in financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. Andrew McNair is also a manager for the following businesses: McNair & Sulvap, LLC, Swan Lake, LLC, and Luck 16:11, LLC. Swan Capital, LLC, provides financial planning and portfolio management services to individuals, high net worth individuals, and pooled investment vehicles.

Firm Information

Andrew McNair is currently registered with Swan Capital. Swan Capital is a registered investment advisor with a focus on financial planning, portfolio management for individuals and pooled investment vehicles. They manage approximately $190,671,290 in assets for 1,428 clients. Their client base includes high-net-worth individuals and other individuals.

$190.67M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Andrew McNair’s Registration & Firm History

FL

02/01/2024 - Present

Swan Capital (PENSACOLA FL)

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Licenses & Designations

IA

Issued 03/25/2013

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew Scott McNair.
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