San Diego, CA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Snowden Capital Advisors LLC
Multi-team
Firm-wide stats for Snowden Capital Advisors LLC
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.
Based on Snowden Capital Advisors LLC
Expertise
Based on Snowden Capital Advisors LLC
Location
750 B Street, Suite 3200
San Diego CA 92101
Advisors at this office
7
Advisors at this office
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.
Ruby M
Series 66
San Diego, CA
Snowden Capital Advisors LLC
Ruby Mc Farland is a financial advisor at Snowden Capital Advisors LLC with a Series 66 designation and less than one year of industry experience. Prior to joining Snowden Lane Partners in 2025, her background includes roles at the Community of Madrid, Il Fornaio Del Mar, Junior Achievement San Diego, and WorldHealer Inc. Snowden Capital Advisors serves a diverse client base including high-net-worth individuals, family offices, foundations, pension plans, and institutional investors. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and financial planning, utilizing customized model portfolios and third-party manager selection with a range of investment tools and institutional capabilities.
Alison B
Series 66
San Diego, CA
Snowden Capital Advisors LLC
Alison Burkett is a Series 66-licensed advisor at Snowden Capital Advisors LLC with 16 years of industry experience. She has been with Snowden Account Services, Inc. and Snowden Capital Advisors LLC since 2011. Outside of her advisory role, she coaches youth sports on weekends. 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 planning, utilizing customized model portfolios and a range of investment tools while employing third-party managers and institutional capabilities.
Irma D
Series 66
San Diego, CA
Snowden Capital Advisors LLC
Irma Dipp is a financial advisor with Snowden Capital Advisors LLC in San Diego, CA, holding a Series 66 designation and 18 years of industry experience. She has been with Snowden Lane Partners since 2015. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients, offering portfolio management, investment consulting, and financial planning services. The firm employs a multi-team approach combining institutional capabilities with customized model portfolios and oversight of third-party managers.
Ricardo L
Series 63, Series 66
San Diego, CA
Snowden Capital Advisors LLC
Ricardo Leyva is a financial advisor at Snowden Capital Advisors LLC with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has been with the firm, and its predecessor Snowden Lane Partners, since 2015. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients by providing discretionary and non-discretionary portfolio management, investment consulting, and financial and estate planning. The firm combines multi-team scale with institutional capabilities, offering customized model portfolios and a variety of investment tools while managing significant assets across diverse client types.
Alexandro A
Series 66
San Diego, CA
Snowden Capital Advisors LLC
Alexandro Arista is a financial advisor with Snowden Capital Advisors LLC, holding a Series 66 designation and 18 years of industry experience. He has been with Snowden Lane Partners since 2016. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients, offering portfolio management, investment consulting, and third-party manager selection through customized model portfolios and various advisory programs.
Juan Carlos M
Series 66
San Diego, CA
Snowden Capital Advisors LLC
Juan Carlos Moreno is a financial advisor with Snowden Capital Advisors LLC, holding a Series 66 designation and 20 years of industry experience. He has been with Snowden Lane Partners since 2016. Outside of his advisory role, Moreno owns El Corridor Group, a business providing corn husk materials for restaurant use. 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 and estate planning, utilizing a range of investment tools and third-party managers while maintaining client oversight.
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