Snowden Capital Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$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
Expertise
Occupation focus
Fee options
Fixed fees for financial planning services negotiated case-by-case, may range from $500 to $50,000 or more
$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
Hourly rates for financial planning services range from $60 to $500 per hour, billed in 15-minute increments
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 office540 Madison Ave, 9th Ave
New York NY 10022
Advisors at this office
42
Offices (28)
New York, NY
540 Madison Ave 9th Ave, New York, NY 10022
42 advisors
Coral Gables, FL
One Alhambra Plaza, Coral Gables, FL 33134
18 advisors
Pasadena, CA
225 South Lake Avenue Suite 650, Pasadena, CA 91101
10 advisors
Coral, FL
1 Alhambra Plaza, Suite 1130, Coral, FL 33134
7 advisors
San Diego, CA
750 B Street Suite 3200, San Diego, CA 92101
7 advisors
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
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")