Snowden Capital Advisors LLC logo

Snowden Capital Advisors LLC

Updated today

Client AUM

$8,569,108,669

Clients

5,878

Advisors

121

across 28 offices

About

Snowden Capital Advisors LLC serves a mix of high‑net‑worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm provides discretionary and non‑discretionary portfolio management, investment consulting and third‑party manager selection, financial and estate planning, and both wrap and non‑wrap advisory programs.

Advisors typically construct customized model portfolios and may delegate investment implementation to unaffiliated sub‑advisers or third‑party managers while retaining overall client oversight; the firm also offers an Assets Held Away (AHA) program to advise on externally custodied assets and a Held Away Retirement Plan Program to manage employer‑sponsored retirement plan assets. Investment tools span mutual funds, ETFs, fixed income (including non‑U.S. dollar instruments), alternatives, derivatives and margin strategies, and the firm conducts ongoing due diligence and periodic account reviews.

Compared with many peers, Snowden combines multi‑team scale (121 advisors and roughly $8.9 billion in regulatory AUM) with institutional capabilities: its disclosures highlight work for governmental and ERISA clients, programmatic relationships with custodians and bank cash‑sweep and securities‑backed lending arrangements, and the use of global custodian platforms—features that support a notable non‑U.S. and institutional client presence and frequent use of third‑party managers. The firm’s brochure also discloses affiliated broker‑dealer and insurance agency relationships, a strategic collaboration for a co‑branded charge card, and explicit processes for selecting and monitoring sub‑advisers and third‑party programs.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Founder/Business Owner Executive

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Fee options

Fixed

Fixed fees for financial planning services negotiated case-by-case, may range from $500 to $50,000 or more

Percentage

$0+: Typically 0.20% to 2.50% negotiated wrap fee rate for managed accounts and advisory services $0+: Up to 3.00% per annum advisory fee for PWA Program non-wrap fee accounts

Project-based

Hourly rates for financial planning services range from $60 to $500 per hour, billed in 15-minute increments

Other

Account minimum: $100,000 Minimum fee: Minimum annual fee up to $2,000, negotiated in advance and stated in the advisory agreement

Main office

See office

540 Madison Ave, 9th Ave

New York NY 10022

Advisors at this office

42

Most active in

Alabama · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Missouri · Montana · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming

Also doing business as

Clearbourne Capital Advisors LLC · Snowden Capital Advisors LLC · Snowden Lane Partners

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

Sharon B

Series 63, Series 65

Pittsburgh, PA

Snowden Capital Advisors LLC

Sharon Bowen is a financial advisor with Snowden Capital Advisors LLC in Pittsburgh, PA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. She has worked at Snowden Lane Partners since 2017 and previously at TIAA-CREF from 2014 to 2017. Outside of her advisory role, Bowen owns Bowen HOA Consulting, providing consulting services to HOA boards and treasurers on accounting systems, payment portals, and communications. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and financial planning, utilizing customized model portfolios and a variety of investment tools alongside third-party managers.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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John Paul M

CFA®, Series 63

New York, NY

Snowden Capital Advisors LLC

John Paul Mcmanus is a CFA® with 16 years of industry experience. He is currently with Snowden Capital Advisors LLC and previously worked at Laidlaw & Co (UK) Ltd. for 14 years. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients by providing portfolio management, investment consulting, and financial planning. The firm combines multi-team scale with institutional capabilities and employs a range of investment tools while managing externally custodied and employer-sponsored retirement plan assets.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Luis G

Series 66

San Diego, CA

Snowden Capital Advisors LLC

Luis Gonzalez Fitzmaurice is a financial advisor with Snowden Capital Advisors LLC in San Diego, CA. He holds the Series 66 designation and has been with Snowden Lane Partners since 2023. His prior experience includes roles at AIT Worldwide Logistics and positions in academia at CETYS Universidad and City University of Seattle. Snowden Capital Advisors LLC serves a diverse client base including high-net-worth individuals, family offices, foundations, and institutional investors. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and financial planning, utilizing a multi-team approach with extensive use of third-party managers and a broad range of investment tools.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Paula G

Series 66

New York, NY

Snowden Capital Advisors LLC

Paula Gaibor is a Series 66-registered financial advisor with seven years of industry experience. She currently works at Snowden Capital Advisors LLC and Snowden Account Services since 2022. Her prior experience includes roles at Morgan Stanley and Merrill, as well as four years at the University of Miami. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers customized portfolio management, investment consulting, and financial planning, employing a multi-team approach combined with institutional capabilities and frequent use of third-party managers.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Michael M

Series 63, Series 65

Wilton Manors, FL

Snowden Capital Advisors LLC

Michael Mahoney is a financial advisor at Snowden Capital Advisors LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley and Snowden Lane Partners. Outside of his advisory role, he is a licensed real estate agent involved in referring clients. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients. The firm provides discretionary and non-discretionary portfolio management, investment consulting, and financial planning, utilizing customized model portfolios and third-party managers while offering programs for externally custodied and retirement plan assets.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Christopher H

Series 66

Ocean Pines, MD

Snowden Capital Advisors LLC

Christopher Hayes is a Series 66 credentialed financial advisor with 17 years of industry experience. He has worked at Snowden Lane Partners since 2017 and previously held roles at Bank of America, N.A. and Merrill. Hayes serves on the board of The Salisbury School in a voluntary capacity with no compensation. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers portfolio management, investment consulting, financial and estate planning, and utilizes a multi-team approach with institutional capabilities and a broad range of investment strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Paula G

Series 66

New York, NY

Snowden Capital Advisors LLC

Paula Gonzales is a Series 66-licensed financial advisor at Snowden Capital Advisors LLC with eight years of industry experience. She previously worked at Morgan Stanley from 2016 to 2024 before joining Snowden Lane Partners. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients, offering portfolio management, investment consulting, and financial planning services. The firm combines multi-team scale with institutional capabilities and utilizes third-party managers alongside customized model portfolios.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Ryan K

Series 63, Series 65

Ocean Pines, MD

Snowden Capital Advisors LLC

Ryan Kirby is a financial advisor with Snowden Capital Advisors LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at Merrill from 2004 to 2017 before joining Snowden Lane Partners in 2017. Outside of his advisory role, he serves on the boards of Atlantic General Hospital Foundation and Diakonia, a nonprofit providing emergency shelter and food to the homeless, and acts as treasurer for the Stray Fox Homeowners Association; he also officiates youth basketball games in Ocean City. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients by offering discretionary and non-discretionary portfolio management, investment consulting, and financial planning. The firm combines multi-team scale with institutional capabilities, providing customized model portfolios and utilizing third-party managers while maintaining overall client oversight.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Felipe T

Series 65, Series 63

Coral Gables, FL

Snowden Capital Advisors LLC

Felipe Torres is a financial advisor at Snowden Capital Advisors LLC with Series 65 and Series 63 licenses and four years of industry experience. His prior roles include positions at Snowden Lane Partners, Creand Securities, and Credit Andorra Panama. He is based in Coral Gables, FL. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients, providing discretionary and non-discretionary portfolio management, investment consulting, and financial and estate planning. The firm combines multi-team scale with institutional capabilities, offering a range of investment tools and managing relationships with multiple custodians and third-party managers.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Dominick M

Series 66

Coral Gables, FL

Snowden Capital Advisors LLC

Dominick Molinari is a financial advisor at Snowden Capital Advisors LLC with nine years of industry experience. He holds a Series 66 designation and has worked at Snowden Lane Partners since 2018, following two years at Merrill. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients, offering portfolio management, investment consulting, and financial and estate planning services. The firm combines multi-team scale with institutional capabilities and employs a range of investment tools, including mutual funds, ETFs, alternatives, and fixed income strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Jose R

Series 66

New York, NY

Snowden Capital Advisors LLC

Jose Ramirez is a financial advisor at Snowden Capital Advisors LLC with 7 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and TD Ameritrade. Snowden Capital Advisors serves a diverse client base including high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and financial and estate planning, utilizing customized portfolios and a range of investment tools across mutual funds, ETFs, fixed income, alternatives, and derivatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Ashley L

Series 66

Pasadena, CA

Snowden Capital Advisors LLC

Ashley Lamothe is a financial advisor with Snowden Capital Advisors LLC in Pasadena, CA, holding a Series 66 designation and four years of industry experience. She previously worked at Vermilion Cliffs Partners/Cinnabar Operating from 2016 to 2022. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, financial and estate planning, and utilizes customized model portfolios as well as third-party managers to provide a range of investment solutions.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Lawrence B

Series 63, Series 65

New York, NY

Snowden Capital Advisors LLC

Lawrence Barocas is a financial advisor at Snowden Capital Advisors LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Merrill and Snowden Lane Partners. Outside of his advisory role, he serves as a trustee for the Lonestar Art Alliance and Ursinus College, where he participates in governance and audit oversight, and he is involved with a nonprofit youth soccer club handling financial forecasting and budgeting. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers customized portfolio management, investment consulting, and a range of advisory programs, utilizing institutional capabilities and a multi-team scale with 121 advisors.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Erika W

Series 66

Golden, CO

Snowden Capital Advisors LLC

Erika Winters is a financial advisor with Snowden Capital Advisors LLC, holding a Series 66 designation and one year of industry experience. She previously worked at Snowden Lane Partners for three years and Wealth Management Associates of Colorado for six years. Outside of her advisory role, she manages business activities for a medical practice on behalf of her husband, a gastroenterologist in Grand Junction, Colorado. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and estate planning, utilizing a multi-team model with institutional capabilities and a broad range of investment tools.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Keary C

Series 63

San Antonio, TX

Snowden Capital Advisors LLC

Keary Castleberry is a financial advisor at Snowden Capital Advisors LLC with 32 years of industry experience. He holds a Series 63 designation and has worked at Snowden Lane Partners since 2018, with previous roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients, offering portfolio management, investment consulting, and financial planning. The firm combines multi-team scale with institutional capabilities, utilizing customized model portfolios and third-party managers while serving a broad client base including governmental and ERISA clients.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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