Firm profile

SNIDER ADVISORS

IRVING, TXCRD 120943Latest ADV February 6, 2026

Snider Advisors is an SEC registered investment adviser organized as a corporation with a primary office location in Irving, TX. Its latest Form ADV filing, dated February 6, 2026, reports $228M in regulatory assets under management, 4 employees, and 513 accounts.

Assets Under Management
$228M
Employees
4
Offices
--
Total Clients
357
Primary office
IRVING, TX
100 DECKER COURT, SUITE 120, IRVING, TX, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOJesse G. Anderson

Advisory services offered

5 types reported
Educational seminars/workshops
Other advisory services
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Commissions
Fixed fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentHNWI represent 54.9% of total clients.
Top client categories% of clientsClients
1
HNWI
54.9%
196
2
Individuals
45.1%
161
Categories with <5 clients
Corporations or other businesses not listed above<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$228Mas of February 6, 2026
Discretionary40.4%
$92M
40% of total RAUM40.4%
Non-discretionary59.6%
$136M
60% of total RAUM59.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$228M
Total Accounts513
10Y AUM Change+$113M (+98.0%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees4
Clients per Employee89:1
10Y Employee Change0 (0.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.