# Snavely Associates Financial Services

> Snavely Associates Financial Services is an SEC-registered investment advisory firm in Lemoyne, PA, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 20, 2026.

- CRD: 144405
- Filed as: SNAVELY ASSOCIATES FINANCIAL SERVICES
- Legal name: Safs, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Lemoyne, PA
- Filing period: October 2026
- Form ADV filing dated: January 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/144405
- AdvisorCensus page: https://advisorcensus.com/firm/snavely-associates-financial-services-lemoyne-pa-144405

## Quick answers

**How is Snavely Associates Financial Services compensated?**
On its Form ADV (Item 5.E, October 2026), Snavely Associates Financial Services reports these compensation arrangements: a percentage of assets under its management.

**Where is Snavely Associates Financial Services located?**
Snavely Associates Financial Services' principal office is in Lemoyne, PA, according to its Form ADV.

**Is Snavely Associates Financial Services registered with the SEC or a state?**
Snavely Associates Financial Services is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 144405.

**How much does Snavely Associates Financial Services manage?**
Snavely Associates Financial Services reports $182,570,000 in regulatory assets under management in its Form ADV filing dated January 20, 2026 (0% discretionary).

**How have Snavely Associates Financial Services' assets and staff changed since 2022?**
In the Form ADV data for Snavely Associates Financial Services: Regulatory assets under management: $112,247,382 in the October 2022 data and $182,570,000 in the October 2026 data, up 63%. Total employees: 2 in October 2022 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Snavely Associates Financial Services serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (227); high net worth individuals (52).

**Which custodians does Snavely Associates Financial Services use?**
Snavely Associates Financial Services' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing Advisor Solutions LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Snavely Associates Financial Services report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/144405

**Does Snavely Associates Financial Services state an account minimum?**
Its Form ADV Part 2A brochure dated January 20, 2026 says: "In general, we require a minimum of $50,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size."

**What changed in Snavely Associates Financial Services' recent Form ADV filings?**
In the February 2026 filing data: Regulatory assets under management went from $148,755,438 to $182,570,000 (+23%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated January 20, 2026)

- Account minimum: $50,000 (the brochure says it may be waived or negotiated)

> In general, we require a minimum of $50,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Pershing Advisor Solutions LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $182,570,000
- Discretionary: $0
- Non-discretionary: $182,570,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 227 | $71,840,000 |
| High net worth individuals | 52 | $110,730,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2022 (4 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NH, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- snavelyfinancial.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $112,247,382 | 2 | April 1, 2022 |
| October 2023 | $112,952,918 | 2 | September 15, 2023 |
| October 2024 | $128,473,563 | 2 | January 24, 2024 |
| October 2025 | $148,755,438 | 2 | January 29, 2025 |
| October 2026 | $182,570,000 | 2 | January 20, 2026 |

Regulatory assets under management: $112,247,382 in the October 2022 data and $182,570,000 in the October 2026 data, up 63%.
Total employees: 2 in October 2022 and 2 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $148,755,438 to $182,570,000 (+23%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Snavely Associates Financial Services (CRD 144405): Form ADV filing data as of October 2026.