Snowden Capital Advisors LLC

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Assets, Funds, Holdings

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Snowden Capital Advisors LLC
CRD #157299
SEC #801-72332
CIK #0001903055
AUM $5.9 BB (2024-03-30)
Employees 148 (66% Investors, 79% Brokers)
Phone646-218-9760
Address540 Madison Ave
New York, NY 10022
Source [IAPD] [EDGAR] [Website]
Total AUM ($BB)
6.04.83.62.41.20.02009201420192025
Sector Form 13F Holdings Cap ($BB) Value ($BB)
AAPL 2,382.8 0.1
NVDA 399.6 0.1
MSFT 1,918.2 0.1
AMZN 1,093.0 0.1
GOOG 1,482.6 0.0
AVGO 201.3 0.0
META 434.9 0.0
TSM 437.4 0.0
JPM 340.2 0.0
LLY 301.8 0.0
View All
Holdings by Sector ($BB)
4.03.22.41.60.80.02016201920222025
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 4,416 0.8
(b) Individuals (high net worth individuals) 1,866 4.8
(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 17 0.2
(h) Charitable organizations 19 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 22 0.1
(n) Other 0 0.0
Total 9,455 5.9
By Discretionary
Discretionary 7,832 4.6
Non-Discretionary 1,623 1.3
Total 9,455 5.9
By Non-United States Persons
Non-United States Persons 1.0
United States Persons 5.0
Total 9,455 5.9
EDGAR Form CIK 2011 - 2024
13F-HR [0001903055]
Comparable Firms State AUM ($BB)
One Capital Management LLC
CA 6.2
F L Putnam Investment Management Co
MA 6.2
Thrivent Advisor Network LLC
MN 6.2
GYL Financial Synergies LLC
CT 6.1
Intellicents Investment Solutions Inc
MN 6.0
NorthRock Partners LLC
MN 5.8
Jonathan Roberts Advisory Group Inc
FL 5.7
Zhang Financial LLC
MI 5.7
Frontier Asset Management LLC
WY 5.7
Crestwood Advisors Group LLC
MA 5.7
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