$445.5M Total AUM
$445.5M Disc. AUM
16.5% 3Y CAGR
7 Employees
246 ADV. Clients
17 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- WaveLegacy
- Established Date
- 09-12-2008
- Office Locations
- 1
Office Locations
131 Continental Drive Suite 206 Newark DE
About N1 Advisors
N1 Advisors is an independent RIA providing private wealth management and corporate retirement plan services. The team partners with individuals/families and employers to build customized financial strategies, manage investment portfolios, and provide ongoing, hands-on guidance—including support for participant questions. Custody is with Charles Schwab.
Team overview
43 AVG AGE
$148.5M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
16 yrs AVG TENURE
7 Employees
3 Advisory Reps
3 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
Pioneer prime Vector Foundation
Client Personas
Catalyst optima
Custodian
Element Pioneer
Investment Themes
Vertex radial Zenith
Investment Vehicles
Timber Frontier Peak
Platform
Eagle vertex
Services
Atlas legacy Crest Vertex oak Harbor Catalyst
Technology
Atlas Pathway oak
Owner & Executives
SCOTT ROGER SNYDER
Advisor, Chief Investment Officer, Managing Partner
- CRD
- #2757979
- Ownership
- 75% or more
(877) 965-5818
value.momentum@quantumcapital.com
in linkedin.com/in/insight-oak
ERIC CHRISTOPHER PRESSLER
Advisor, PARTNER
- CRD
- #2318263
- Ownership
- 25% but less than 50%
(277) 685-7387
focus.unison@focuscapital.com
in linkedin.com/in/wave-glacier
Q
Quantum optima
North insight north
- CRD
- #51848
- Ownership
- 25.8%
(788) 467-4831
legacy.matrix@meridiancapital.com
in linkedin.com/in/atlas-vital
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $445,459,889 | $939,789 |
| Non-Discretionary | $0 | -- |
| Total | $445,459,889 | $939,789 |
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Separately Managed Accounts
Total SMA Asset: $445,459,889
Public Funds:
32.1% Cash:
11.3% U.S. Government/Agency:
15.6% Sovereign Bonds:
13.3% Equity - Exchange:
27.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $564,982,266 | 32.1% |
| Cash | $198,887,838 | 11.3% |
| U.S. Government/Agency | $274,570,821 | 15.6% |
| Sovereign Bonds | $234,089,226 | 13.3% |
| Equity - Exchange | $487,539,215 | 27.7% |
| Total | $1,760,069,366 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SIGNAL VECTOR | LEGACY QUANTUM | 7V8LQOZUW | AXKE | 5.12% | $65,944,986 |
| PRIME VECTOR | PEAK QUANTUM | S8B53WVO7 | UWBT | 7.50% | $68,828,951 |
| BEACON SUMMIT PEAK | UNISON OAK | JRLAELKN6 | CTR | 11.69% | $118,344,705 |
| MOMENTUM ATLAS ELEMENT | MERIDIAN UNISON | YGR8JUDLS | ANJGD | 3.70% | $101,669,634 |
| UNISON CATALYST | OAK INSIGHT | 4GMGKNG73 | PLP | 1.95% | $102,533,424 |
| VERTEX SIGNAL UNISON | TIMBER ATLAS | 4RHCN187H | YXL | 8.41% | $65,604,273 |
| LEGACY MOMENTUM CAPITAL | VERTEX SUMMIT | AJE38T3SW | ZPSQ | 4.62% | $116,020,594 |
| GLACIER MATRIX | MOMENTUM SIGNAL | VGXV705MW | NWUCP | 1.23% | $101,673,356 |