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SNOWDEN CAPITAL ADVISORS LLC

NEW YORK, NY · CRD 157299 · IAPD ↗ · 646-218-9760

$8.87BRegulatory AUM
105Advisory reps
154Employees
122Clients
51-100Planning clients
0Private funds
47States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

78
April 2026 — SNOWDEN CAPITAL ADVISORS LLC grew from 97 to 105 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
65
April 2025 — SNOWDEN CAPITAL ADVISORS LLC reported RAUM up 27% ($5.93B -> $7.55B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2024 — SNOWDEN CAPITAL ADVISORS LLC added office(s): 12 -> 15 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
April 2024 — SNOWDEN CAPITAL ADVISORS LLC reported RAUM up 25% ($4.74B -> $5.93B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.