SNOWDEN CAPITAL ADVISORS LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 157299
- Registered since
- June 17, 2011
- Website
- snowdenlane.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI79.81%
- Individuals16.8%
- Charitable Organizations1.57%
- Pension & Profit Sharing Plans1.52%
- Corporations / Businesses0.3%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Snowden Capital Advisors LLC is an independent, SEC-registered RIA that has been operating since 2011. The firm serves both individual/family and institutional clients and acts as a capital allocator, combining fiduciary advisory work with third‑party manager selection. Its service set includes financial planning, portfolio management for individuals and small businesses as well as institutions, pension consulting, selection of other advisers, and educational workshops. Snowden does not identify as an active ESG investor and reports affiliations with a broker‑dealer and an insurance company. The firm has been recognized repeatedly in industry rankings, including appearances in Barron’s Top 100 RIA lists (multiple years), Financial Times Top 300 RIAs (2020), and Forbes RIA lists (2022–2024).
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities35%
- Exchange Traded Equities20%
- Public Funds/Mutual Funds18%
- Cash & Cash Equivalents7%
- Private Funds6%
Owners & executives
3 of 4GREGORY FRANKS
Managing Partner, President, COOCRD 1138171
ROBERT MOONEY
CEO & Managing PartnerCRD 4085030
RICHARD WEST
Partner, General Counsel and Chief Compliance OfficerCRD 4470264
Contacts
3 of 118LORETTA Manzanares
Senior PartnerCRD 1470581
Gregory Timeranko
Senior Client Relationship ManagerCRD 6328671
CHRISTOPHER HAYES
Partner, DirectorCRD 5630451
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 633Active vs passive
$2B in ETFs
74%
$1.4B
18%
$517M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $62.3M | 95,364 | 3.19% |
Location
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 540 Madison Ave
- Time zone
- ET (UTC-5)
- Office locations
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