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- Custodian
- Altruist · Betterment
- Clients
- Retail and Institutional
- Platforms
- WaveTimber +more
- Established Date
- 05-06-2002
- Office Locations
- 2
Office Locations
About JR Snell Capital Management, LLC
JR Snell Capital Management, LLC is a boutique RIA focused on clients retiring now or within the next decade, providing ongoing retirement planning and portfolio oversight. The firm addresses key retirement risks—market drawdowns, over-risking, withdrawal timing, Social Security and tax strategy, and unexpected life events. Portfolios are implemented primarily with ETFs and supported on platforms such as Altruist and Betterment.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JEFFREY RANDALL SNELL
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #1790083
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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ROGER HOWARD WELLER
Agent
- CRD
- #2315028
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $32,073,575 | -- |
| Non-Discretionary | $0 | -- |
| Total | $32,073,575 | -- |
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Separately Managed Accounts
Total SMA Asset: $32,073,575
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $588,509,986 | 23.4% |
| Cash | $1,144,324,972 | 45.5% |
| Public Funds | $782,164,981 | 31.1% |
| Total | $2,514,999,939 | 100.0% |