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- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-01-2011
- Office Locations
- 30
Office Locations
About Snowden Capital Advisors LLC
Snowden Capital Advisors LLC is a New York-based wealth and investment advisory firm serving retail and institutional clients. The team provides financial and investment planning, portfolio construction, and insurance/estate and retirement planning support, using ETF and fund-based allocations alongside fixed income and alternative strategies. Custody is via Pershing, and the firm publishes regular advisor-led market insights and commentary.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
GREGORY CREECH FRANKS
President
- CRD
- #1138171
- Ownership
- Less than 5%
ROBERT JAMES MOONEY
Chief Executive Officer
- CRD
- #4085030
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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EDUARDO ALVAREZ ANDREU
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- CRD
- #5001719
GEORGE MAX ARIAS
Wealth Advisor
- CRD
- #2120541
Showing 2 of 121 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,427,258,209 | $835,838 |
| Non-Discretionary | $1,442,357,736 | $1,049,751 |
| Total | $8,869,615,945 | $864,485 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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