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| Snowden Capital Advisors LLC
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|---|---|
| CRD # | 157299 |
| SEC # | 801-72332 |
| CIK # | 0001903055 |
| AUM | $8.9 B (2026-04-09) |
| Employees | 154 (68% Investors, 88% Brokers) |
| Phone | 646-218-9760 |
| Address | 540 Madison Ave New York, NY 10022 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.2 | ||
| Nvidia Corp | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Tesla Motors Inc | 0.1 | ||
| Facebook Inc | 0.0 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4,298 | 1.5 |
| (b) Individuals (high net worth individuals) | 1,580 | 7.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 75 | 0.1 |
| (h) Charitable organizations | 57 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 11 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 10,260 | 8.9 |
| By Discretionary | ||
| Discretionary | 8,886 | 7.4 |
| Non-Discretionary | 1,374 | 1.4 |
| Total | 10,260 | 8.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.4 | |
| United States Persons | 6.5 | |
| Total | 10,260 | 8.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001903055] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Geneos Wealth Management Inc
✚
|
CO | 9.2 |
|
Axxcess Wealth Management LLC
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|
CA | 8.9 |
|
Robertson Stephens Wealth Management LLC
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|
CA | 8.8 |
|
US Capital Wealth Advisors LLC
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TX | 8.8 |
|
Marcuard Family Office Ltd
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|
8.7 | |
|
TD Private Client Wealth LLC
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|
NY | 8.6 |
|
One Capital Management LLC
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|
CA | 8.5 |
|
Northwest Capital Management Inc
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|
OR | 8.5 |
|
Synovus Securities Inc
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|
GA | 8.4 |
|
Zhang Financial LLC
✚
|
MI | 8.4 |