# Snowden Capital Advisors LLC

> Snowden Capital Advisors LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2011, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated August 18, 2026.

- CRD: 157299
- Filed as: SNOWDEN CAPITAL ADVISORS LLC
- Also doing business as: SNOWDEN LANE PARTNERS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: August 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/157299
- AdvisorCensus page: https://advisorcensus.com/firm/snowden-capital-advisors-llc-new-york-ny-157299

## Quick answers

**How is Snowden Capital Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Snowden Capital Advisors LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Snowden Capital Advisors LLC charge?**
Its Form ADV Part 2A brochure dated August 18, 2026 states: Hourly rate: $60 to $500 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Snowden Capital Advisors LLC located?**
Snowden Capital Advisors LLC's principal office is in New York, NY, according to its Form ADV; the September 2026 filing also lists 14 other offices (Schedule D, Section 1.F).

**Is Snowden Capital Advisors LLC registered with the SEC or a state?**
Snowden Capital Advisors LLC is an SEC-registered investment advisory firm, registered since 2011. Status as filed: Approved. CRD 157299.

**How much does Snowden Capital Advisors LLC manage?**
Snowden Capital Advisors LLC reports $8,869,615,945 in regulatory assets under management in its Form ADV filing dated August 18, 2026 (84% discretionary).

**How have Snowden Capital Advisors LLC's assets and staff changed since 2021?**
In the Form ADV data for Snowden Capital Advisors LLC: Regulatory assets under management: $3,122,311,873 in the October 2021 data and $8,869,615,945 in the October 2026 data, up 184%. Total employees: 99 in October 2021 and 154 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Snowden Capital Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (4,298); high net worth individuals (1,580); pension and profit sharing plans (but not the plan participants or government pension plans) (75).

**Which custodians does Snowden Capital Advisors LLC use?**
Snowden Capital Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Snowden Capital Advisors LLC 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/157299

**What changed in Snowden Capital Advisors LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 97 to 105. Regulatory assets under management went from $7,554,762,347 to $8,869,615,945 (+17%). Added an office in Metuchen, NJ. Added an office in Skokie, IL. No longer lists an office in Chicago, IL. No longer lists an office in West Lebanon, NH.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated August 18, 2026)

- Hourly rate: $60 to $500 an hour (financial planning services)

> Hourly rates range from $60 to $500 per hour based upon the knowledge and experience of the individual providing the work.

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

### Custodians (Schedule D, Section 5.K(3))
- Pershing 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: $8,869,615,945
- Discretionary: $7,427,258,209
- Non-discretionary: $1,442,357,736

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 4,298 | $1,490,213,063 |
| High net worth individuals | 1,580 | $7,078,895,606 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 75 | $134,434,548 |
| Charitable organizations | 57 | $139,275,343 |
| Corporations or other businesses not listed above | 11 | $26,797,385 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2011 (15 years)
- Employees: 154 total, 105 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Amherst, NY
- Baltimore, MD
- Bethesda, MD
- Boca Raton, FL
- Coral Gables, FL
- Golden, CO
- Metuchen, NJ
- Ocean Pines, MD
- Pasadena, CA
- Pittsburgh, PA
- San Antonio, TX
- San Diego, CA
- Skokie, IL
- Wilton Manors, FL

### Websites listed on Form ADV (Item 1.I)
- [snowdenlane.com](https://snowdenlane.com)
- LinkedIn @snowden-lane-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $3,122,311,873 | 99 | March 31, 2021 |
| October 2022 | $4,635,217,736 | 117 | March 31, 2022 |
| October 2023 | $4,740,033,500 | 136 | June 15, 2023 |
| October 2024 | $5,932,368,220 | 148 | March 30, 2024 |
| October 2025 | $7,554,762,347 | 145 | April 16, 2025 |
| October 2026 | $8,869,615,945 | 154 | August 18, 2026 |

Regulatory assets under management: $3,122,311,873 in the October 2021 data and $8,869,615,945 in the October 2026 data, up 184%.
Total employees: 99 in October 2021 and 154 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 97 to 105.
- Regulatory assets under management went from $7,554,762,347 to $8,869,615,945 (+17%).
- Added an office in Metuchen, NJ.
- Added an office in Skokie, IL.
- No longer lists an office in Chicago, IL.
- No longer lists an office in West Lebanon, NH.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Snowden Capital Advisors LLC (CRD 157299): Form ADV filing data as of October 2026.