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Snider Advisors

Updated today

Client AUM

$222,662,340

Clients

357

Advisors

4

of 4 employees

About

Snider Advisors, operating under Chronim Investments through the Snider Advisors and Chrisilis brands, serves individual investors, high‑net‑worth clients and corporate entities with educational products, investment advisory, and consulting services. The firm manages roughly $228 million across both discretionary and non‑discretionary accounts and offers implementation tools and ongoing portfolio management.

The firm’s flagship Snider Investment Method is a rules‑based strategy that combines stock positions, option overlays and cash to pursue recurring cash flow, supported by proprietary screening and implementation tools (CoPilot and AutoPilot). Parallel to that, the Chrisilis service implements diversified ETF portfolios using modern portfolio theory; offerings range from an on‑demand Snider workshop (required for several implementation services) to discretionary asset management and a specialized concentrated stock program using covered‑call overlays.

Distinctive aspects include CoPilot’s securities‑rating and ranking capability, which screens candidates by fundamentals, credit scores, liquidity and factor metrics, and the regular use of derivatives and occasional margin within separately managed accounts. The firm publishes monthly and annual performance reports with continuous online access, discloses insurance product sales and related commissions, operates several affiliated screening and analytics tools, and currently holds a larger share of assets in non‑discretionary arrangements than in discretionary mandates.

Client services

Portfolio management Newsletters or periodicals Educational seminars or workshops Security ratings or pricing Investment-related consulting

Expertise

Concentrated stock management Options & derivatives strategies

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Fee options

Percentage

$0 - $1,499,999: 0.75% $1,500,000+: 0.50%

Commissions

Commission from insurance product sales on Long-Term Care, Life, MediGap, Health and Disability Insurance products.

Subscriptions

CoPilot service fee of $49.99 per month.

Other

Account minimum: $200,000

Main office

100 Decker Court, Suite 120

Irving TX 75062

Advisors at this office

4

Most active in

Arizona · Arkansas · California · Colorado · Florida · Georgia · Louisiana · Michigan · Minnesota · Nevada · New Hampshire · New Jersey · New York · North Carolina · Ohio · Oklahoma · Oregon · Pennsylvania · South Carolina · Tennessee · Texas · Utah · Virginia · Washington · Wisconsin

Also doing business as

Chrisilis · Chronim Advisors · Chronim Investments Inc. · D/B/A Chronim Advisors · Snider Advisors

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Tyler C

Series 65

Irving, TX

Snider Advisors

Tyler Curtis is a Series 65-licensed financial advisor at Snider Advisors with 18 years of industry experience. He has been with Chronim Advisors since 2007. Curtis is also involved in the operations, marketing, and development of several investment-related technology companies that he owns. Snider Advisors provides investment advisory and consulting services to individuals and corporate clients, utilizing a rules-based, income-oriented strategy known as the Snider Investment Method. The firm offers a mix of discretionary and non-discretionary portfolio management supported by proprietary screening tools and technology-enabled implementation.

Concentrated stock management Options & derivatives strategies
user avatar

Jesse A

CFA®, Series 65

Irving, TX

Snider Advisors

Jesse Anderson is a CFA® charterholder and holds a Series 65 license, with 20 years of industry experience. He has been with Chronim Investments since 2005 and is based in Irving, TX. Outside of his advisory work, Anderson owns and operates several investment-related technology companies and a non-investment subscription management business. He is part of Snider Advisors, a four-advisor team that provides investment advisory and consulting services to individual and corporate clients. The firm employs a rules-based, income-oriented strategy known as the Snider Investment Method, combining systematic stock selection, option writing, and cash management, supported by proprietary screening tools and technology-enabled implementation options.

Concentrated stock management Options & derivatives strategies
user avatar

Shelley S

Series 65

Irving, TX

Snider Advisors

Shelley Seagler is a financial advisor with Snider Advisors in Irving, TX, holding a Series 65 designation and 18 years of industry experience. She has worked at Chronim Advisors since 2007. In addition to her advisory role, Seagler is a licensed insurance representative and spends a significant portion of her time handling insurance-based solutions. Snider Advisors provides investment advisory and consulting services to individual and corporate clients, employing a rules-based, income-oriented investment strategy known as the Snider Investment Method. The firm offers a combination of portfolio management, educational workshops, and technology-enabled implementation tools, managing approximately $216 million in regulatory assets.

Concentrated stock management Options & derivatives strategies
user avatar

Robert B

CFP®, Series 65

Irving, TX

Snider Advisors

Robert Brauer is a CFP® with 11 years of industry experience, currently serving at Snider Advisors in Irving, TX. He has been with Chronim Investments, now part of Snider Advisors, since 2014. Snider Advisors provides investment advisory and consulting services to individual and corporate clients, employing a rules-based, income-oriented strategy known as the Snider Investment Method. The firm manages approximately $216 million in assets across discretionary and non-discretionary accounts, and offers technology-enabled tools alongside portfolio management and educational workshops.

Concentrated stock management Options & derivatives strategies
View complete list of advisors at this firm
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