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| Snowden Capital Advisors LLC
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| CRD # | 157299 |
| SEC # | 801-72332 |
| CIK # | 0001903055 |
| AUM | 8,869.6 M (2026-04-09) |
| Employees | 154 (68% Investors, 88% Brokers) |
| Fees | |
| Minimum | |
| Phone | 646-218-9760 |
| Address | 540 Madison Ave New York, NY 10022 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Fees and Compensation — Form ADV Part 2A (4/9/2026) [Brochure] |
|---|
Item 5 Fees and Compensation
A. Compensation for Advisory Services
SCA typically provides investment advisory services on a fee basis, based on a percentage of the
client’s assets under management, except for financial planning and asset allocation services, which
are typically charged on an hourly or fixed fee basis. SCA does not maintain a fee schedule for its
programs and negotiates fees on a client-by-client basis, but certain third-party programs in which
clients participate through SCA maintain fee schedules for certain services or programs. The pricing
model for SCA’s services is adjusted based upon client asset size and the complexity of the Financial
Advisor-client relationship. The exact fee charged will be stipulated in the client’s Advisory Agreement
and all fees are negotiable.
SCA may choose to charge a minimum annual fee for SCA accounts, in accordance with the
investment advisory contract ("Advisory Agreement") and negotiated in advance with the client. If
agreed to, the minimum fee is stated in your agreement. Under limited circumstances, SCA has the
option of aggregating the accounts of immediate family members to calculate the amount of assets
under management for purposes of determining the applicable fee for the selected service. Each
account is then charged a prorated portion of the advisory fee. In addition, in certain circumstances
and upon negotiation with the client, SCA may aggregate related accounts for fee calculation purposes
and a pro rata portion of the total fee will be charged to each such account or, upon negotiation with
the client, is charged to one or more of the client's accounts. Depending upon the selected platform,
there is not always an option for "householding" clients’ accounts for fee discounts.
In all cases, clients should carefully review their Advisory Agreement, any Third-Party Brochure
maintained by a third-party investment manager that has been selected to manage their assets (if
applicable), and the Wrap Fee Brochure for each wrap fee program in which they participate (if
applicable) for complete details on the charges and fees clients will incur. Such additional disclosure
documents, as applicable, will be provided to clients by their Financial Advisor.
Additional information regarding the compensation and fee arrangements for specific SCA services
and programs are provided below.
1. SCA Managed Accounts
SCA’s managed accounts, including accounts in the DWA Program, are offered on a wrap fee basis on
which clients are charged an asset-based wrap fee that covers the investment advisory services
provided by SCA, execution of transactions through the Custodian on an introduced basis from SCA’s
affiliate, SAS (as well as PAS), custody with the Custodian, and reporting. The wrap fee is negotiated
between SCA and its clients and typically ranges from 0.20% to 2.50% of the market value of the
assets in the account, subject to negotiation with the client. The wrap fee does not cover certain costs,
charges or compensation described in Item 5.C below.
PWA Program Non-Wrap Fee Accounts (Management Fee only)
In limited circumstances and if certain conditions are met, some clients may pay an unbundled
advisory fee, separate brokerage commissions, and transaction charges. The advisory fee is charged
at the rate of up to 3.00% per annum of net assets in the PWA Program account. The advisory fee
covers the investment advisory services provided by SCA, but does not cover transaction charges,
including brokerage commissions, “markups,” “mark downs,” “dealer spreads,” or other charges
resulting from transactions effected through a Custodian, its affiliates, or any other broker-dealer.
Fees at the higher end of these ranges are generally charged only in limited circumstances involving
highly customized services, complex client needs, or smaller account sizes, and are subject to
negotiation.
2. Advice on Selecting Third-Party Investment Advisers and Programs
Manager Selection
Under the IMP Program offered through Envestnet, in which SCA provides advice to clients on a
discretionary basis regarding the selection of third-party investment managers, clients pay an asset-
based wrap fee to Envestnet that covers the investment advisory services provided by SCA and any
third-party managers, execution of transactions through the Custodian, custody with the Custodian,
and reporting. The wrap fee that is payable to Envestnet consists of a program fee charged by
Envestnet plus the advisory fee charged by SCA. Envestnet’s program fee is generally calculated
based on a fee schedule that varies depending on the type of portfolio(s) that a client’s account is
invested in and the amount of assets in the program but may in certain cases be
negotiated. Envestnet’s fee schedule is available in Envestnet’s Wrap Fee Brochure, which will be
provided to clients participating in the IMP Program. The portion of the wrap fee that is attributable to
SCA’s advisory fee is negotiated between SCA and clients. The wrap fee does not cover certain costs,
charges or compensation described in Item 5.C below.
Program Selection
For the program with Brinker in which SCA provides advice to clients on a non-discretionary basis on
the selection of Brinker Programs, clients pay an asset-based wrap fee to Brinker that covers the
investment advisory services provided by SCA and Brinker, execution of transactions through the
Custodian, custody with the Custodian, and reporting. The wrap fee that is payable to Brinker consists
of a program fee charged by Brinker plus the advisory fee charged by SCA. Brinker’s program fee is
generally calculated based on a fee schedule that varies depending on the type of program that a
client participates in and the amount of assets in the program but may in certain cases be
negotiated. Brinker’s fee schedule is available in Brinker’s Wrap Fee Brochure, which will be provided
... |
| Account Minimums and Types of Clients — Form ADV Part 2A (4/9/2026) [Brochure] |
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Item 7 Types of Clients SCA’s clients include family offices, individuals (and their investment vehicles), companies and business entities, foundations, charitable organizations, trusts, governmental agencies, pension plans, endowments, and other entities. SCA focuses on providing services to clients who are high net worth individuals. SCA generally requires clients to deposit a minimum of $100,000 with the Custodian in order to open an account and has the option to impose a minimum annual fee of up to $2,000. If a minimum fee is imposed, it will be stated in your investment advisory contract. SCA may, in its sole discretion, also serve clients with a lower level of investable assets or initial account sizes. |
| Sector | Form 13F Holdings | Value ($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] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 122 (10 non-US) |
| Serves | Institutional, Retail, Research |
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