San Antonio, TX North Loop 1604 West Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$8,569,108,669
ClientsTotal clients
5,878
AdvisorsAdvisors at this office
2
Of 122 advisors across 27 offices
Location
4630 North Loop 1604 West, Suite 301
San Antonio TX 78249
Advisors at this office
2
Advisors at this office
James B
Series 63, Series 65
San Antonio, TX
Snowden Capital Advisors LLC
James Bullock is a financial advisor with Snowden Capital Advisors LLC in San Antonio, TX, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Morgan Stanley and Fidelity Investments. Outside of his advisory work, he is the sole proprietor of Burn and Bull LLC, a property management business based in Park City, Utah. Snowden Capital Advisors serves a diverse client base including high-net-worth individuals, family offices, foundations, pension plans, and institutional clients. The firm offers a range of portfolio management, investment consulting, and financial planning services, leveraging multi-team scale and institutional capabilities with a focus on customized model portfolios and third-party manager oversight.
Leah E
CFP®, Series 63, Series 65
San Antonio, TX
Snowden Capital Advisors LLC
Leah Eller is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Snowden Capital Advisors LLC. She has previous experience with Snowden Lane Partners, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Located in San Antonio, TX, she holds Series 63 and Series 65 licenses in addition to her CFP® credential. 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 financial and estate planning, often utilizing third-party sub-advisers while maintaining client oversight.
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")