Investment adviser · CRD 157299
SNOWDEN CAPITAL ADVISORS LLC
Investment adviser filing (IA)
NEW YORK, NY, United States · Form ADV filed Aug 18, 2026
- Regulatory AUM
- $8.87B Form ADV · Item 5.F
- Client accounts
- 10,260 Accounts, not individual clients
- Employees
- 154 Reported in this filing
- Advisory professionals
- 105 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 1,580 | $7,078,895,606 | 79.8% |
| Individuals | 4,298 | $1,490,213,063 | 16.8% |
| Charities | 57 | $139,275,343 | 1.6% |
| Retirement plans | 75 | $134,434,548 | 1.5% |
| Corporations & businesses | 11 | $26,797,385 | 0.3% |
Filing source
Form ADV 2126771 · Aug 18, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 18, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Fixed
Principal office
540 MADISON AVE., 9TH FLOORNEW YORK, NY, 10022, United States
CRD 157299
Filing source
Form ADV 2126771 · Aug 18, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.