SNAKE RIVER INVESTMENT COUNSEL LLC

RIASEC Registered
Total AUM
$77.8M
Discretionary
$67.4M
87% of AUM
Avg account
$159K
Accounts
491
Employees
2
Advisory reps
2

Firm details

Headquarters
IDAHO FALLS, Idaho
CRD number
314200
Custodians
CHARLES SCHWAB & CO., INC., ASCENSUS TRUST, PACIFIC SELECT DISTRIBUTORS, LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals50.52%
  • HNWI48.2%
  • Pension & Profit Sharing Plans1.23%
  • Charitable Organizations0.05%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Snake River Investment Counsel LLC is an independent, owner-operated registered investment adviser focused on individual and family clients and small-business portfolio management. The firm acts as a capital allocator, relying heavily on third-party managers and pooled public funds as the core of its portfolios while also offering financial planning and adviser-selection services. Its fee model combines asset-based fees with hourly and fixed-fee engagements, allowing flexibility across advisory relationships. Investment activity centers on publicly offered funds and mutual funds as primary portfolio building blocks, with manager selection and fund-level allocation forming the bulk of its implementation approach. The firm is not positioned as an ESG investor and does not present itself as a multi-state or newly formed adviser. Services also include pension consulting and the selection of other advisers, which underscores an emphasis on outsourcing specific investment or fiduciary roles where appropriate.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 88%, Exchange Traded Equities 8%, Cash & Cash Equivalents 2%, Other 2%88%
  • Public Funds/Mutual Funds88%
  • Exchange Traded Equities8%
  • Cash & Cash Equivalents2%
  • Other2%

Contacts

2 of 2
  • Aaron Freeman

    Financial PlannerCRD 7739178

  • CHRISTIAN MOON

    Financial Advisor & FounderCRD 6300584

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

IDAHO FALLS, ID

BONNEVILLE

Location

IDAHO FALLS, ID

Headquartered in IDAHO FALLS, ID, anchoring the Idaho Falls-Rexburg-Blackfoot, ID metro in the West.

Metro area
Idaho Falls-Rexburg-Blackfoot, ID
Region
West
County
BONNEVILLE
Address
325 S Woodruff Ave
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth