WHITESWAN TRADING CORPORATION

Overview

Whiteswan Trading Corporation is organized as a corporation and operates as an independent registered investment adviser focused on serving individual and family clients. The firm combines advisory work—financial planning and portfolio management across individual, small business, pooled vehicle and institutional mandates—with brokerage activities in real estate and insurance. Its ownership is listed as individual; it is not described as a capital allocator or an active ESG investor, and it does not report multi-state adviser status. Fee arrangements are mixed: the firm uses asset-based fees, hourly charges, commissions and performance-based fees depending on the engagement. The combination of advisory and brokerage roles suggests a cross-practice model where insurance and real estate interlock with investment advice.

Assets & Accounts

Public Holdings

Investments & Alternatives