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- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between October 1, 2025 and April 9, 2026, reported AUM increased 17.4%, from $7.6B to $8.9B.
Across 5 reported observations, AUM increased 91.4% between March 31, 2022 and April 9, 2026, from $4.6B to $8.9B.
Of the latest reported AUM, 83.7% is discretionary and 16.3% is non-discretionary.
The firm reports 105 advisory representatives and 6,143 clients, or 58.5 clients per representative. That equates to $1.4M in reported AUM per client.
The profile lists 30 reported office locations and 15 years in operation. The source data was last updated on April 9, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Snowden Capital Advisors LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
--
- CRD
- #5001719
GEORGE MAX ARIAS
Wealth Advisor
- CRD
- #2120541
Showing 2 of 122 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
SMA allocation detail is available
Snowden Capital Advisors LLC has reported separately managed account data across 10 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
Review the latest reported holdings
Snowden Capital Advisors LLC's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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