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Jacob Daniel adam Hawkins

Investment adviser representative at Swan Capital
11 yearsExperience
1 stateRegistered in
$351.4MFirm assets
3 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feeCommissionsPerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

11 years in the industry.

  1. Swan CapitalMay 2024 to now
  2. Soulcial KitchenFeb 2024 to May 2024
  3. Ethos Consulting GroupJun 2023 to Aug 2023
  4. Becker Dyer Stanton Funeral HomeJun 2022 to Jun 2023
  5. Moila Country ClubMay 2021 to Aug 2021
  6. Benedictine CollegeAug 2020 to May 2024
  7. Floyd ConstructionMay 2015 to May 2020

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (FL).

Swan Capital

Legal name: Swan Capital, LLC

$351.4MAssets managed
671Clients
6Advisers
3 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
8165890
Firm CRD
305793
Advisor's SEC record (opens in a new tab)
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