$13.2M Total AUM
$13.2M Disc. AUM
-- 3Y CAGR
1 Employees
92 ADV. Clients
5 yrs Firm Age
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- Custodian
- Altruist · Apex · Ascensus · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-09-2021
- Office Locations
- 1
Office Locations
-- Castle Rock CO
About Snowcap Financial
Snowcap Financial is a Colorado-based, virtual, fee-only RIA led by CFP professional Kyle Kues, providing financial planning, tax planning, and investment management for driven professionals and families navigating major life decisions (home purchase, career change, company stock, inheritance). Portfolios are primarily ETF-based and can be custodied at Altruist. Member of NAPFA and XY Planning Network.
Team overview
-- AVG AGE
$13.2M AVG AUM / ADVISOR
$143.5K AVG AUM / CLIENT
5.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
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Services
Available
Technology
Available
Owner & Executives
Kyle Dean Kues
Chief Compliance Officer, Founder, Owner
- CRD
- #6987228
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,197,789 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,197,789 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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