Asset ManagerRIA · CRD 310807SEC-Registered

Updated:

Retire With Swan

RETIRE WITH SWAN is an SEC-registered investment adviser. The firm manages approximately $11 million in regulatory assets. It has 1 employee and 1 investment...

Retire With Swan

RETIRE WITH SWAN is an SEC-registered investment adviser. The firm manages approximately $11 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Asset Manager

Year founded

2019

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Miami

Corporate office

Miami, FL, United States

Principals

Austin Hankwitz

Co-Founder & CEO

Justin Halpern

Co-Founder

Sector focus

Financial ServicesContent & Media

Frequently asked questions

Who runs investment decisions at Retire With Swan?

Co-founder Austin Hankwitz is the public face of the firm's investment analysis. The company publicly states that all outputs are for educational purposes and Hankwitz serves as the primary author of the weekly stock reports distributed to subscribers. The firm is structured as a media and research company, not a regulated investment advisor.

Is Retire With Swan a registered investment advisor?

No. The firm explicitly disclaims that its reporting, model portfolios, and Q&A sessions constitute financial education, not personalized investment advice. Subscribers receive standardized stock-analysis reports rather than tailored portfolio management or fiduciary planning services.

How does the company generate revenue?

Revenue comes predominantly from recurring subscription fees paid by members of the premium research community, alongside brand partnerships and advertising revenue from Hankwitz's social-media audience. There is no disclosed external venture capital or institutional ownership.

What asset classes or investment strategies does the firm focus on?

The firm's public content concentrates on individual equities, dividend-growth stocks, index funds, and tax-advantaged retirement accounts such as Roth IRAs and 401(k)s. It does not appear to cover private markets, real estate syndications, derivatives, or cryptocurrency as core topics.

How is the firm related to media and creator-economy distribution?

Retire With Swan is intrinsically tied to Hankwitz's short-form video presence on TikTok and Instagram, where millions of followers consume retirement-education content. The audience built on those platforms functions as the primary lead-generation engine for the paid-subscription service, making the firm structurally a hybrid of a media company and a research publisher.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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