SWAN Capital, LLC ("Sleep Well At Night" Capital, an independent SEC-registered fiduciary Investment Adviser, CRD #305793, SEC File #801-127762) is a dedicated retirement income, federal/military benefits, and holistic wealth management firm headquartered on West Gregory Street in Downtown Pensacola. Founded and led by CEO and Chief Compliance Officer Andrew Scott McNair (CRD #6182740) alongside Portfolio Manager Lucas Juery, CFA®, CFP® (CRD #7563618, holding both the Chartered Financial Analyst® and Certified Financial Planner™ designations), the firm is renowned across Escambia County for hosting FedImpact federal retirement workshops and advising NAS Pensacola, Corry Station, and VA civil service retirees, military officers, and FRS public employees on Thrift Savings Plan (TSP) and pension optimization, tax-efficient withdrawal strategies, and long-term care asset protection.
Official Verification Sources: SEC Investment Adviser Public Disclosure (SWAN Capital, LLC); SEC IAPD Individual Profile — Andrew Scott McNair (CRD #6182740); SEC IAPD Individual Profile — Lucas Juery, CFA®, CFP® (CRD #7563618); SWAN Capital, LLC Official Website
Issuer: Securities and Exchange Commission (SEC)
Notes: SEC File #801-127762; independent SEC-registered fiduciary investment adviser headquartered at 107 W. Gregory Street, Pensacola, FL 32502.
Issuer: CFP Board / CFA Institute / SEC
Notes: Led by Founder, CEO & CCO Andrew Scott McNair (CRD #6182740) and Portfolio Manager Lucas Juery, CFA®, CFP® (CRD #7563618).
Factual details and direct answers about SWAN Capital, LLC's services, licensing, and credentials.
What fiduciary registrations and designations does SWAN Capital hold in Pensacola?
SWAN Capital, LLC is an independent SEC-registered Investment Adviser (CRD #305793, SEC File #801-127762) founded by CEO Andrew S. McNair (CRD #6182740), with portfolio management led by Lucas Juery, CFA®, CFP® (CRD #7563618), who holds both the Chartered Financial Analyst® and Certified Financial Planner™ credentials.
Does SWAN Capital specialize in federal civil service (FERS) and military retirement planning in Pensacola?
Yes. SWAN Capital regularly conducts federal retirement workshops for civilian and military personnel at NAS Pensacola, Corry Station, and local federal agencies, assisting retirees with FERS pension calculations, Thrift Savings Plan (TSP) rollovers, Military Buyback, Survivor Benefit Plan (SBP) elections, and FEHB/TRICARE For Life coordination.
Where is SWAN Capital's office located in Downtown Pensacola?
SWAN Capital is headquartered in Downtown Pensacola at 107 West Gregory Street, Pensacola, Florida 32502, one block west of North Palafox Street.
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