Snavely Associates Financial Services is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lemoyne, PA. Its latest Form ADV filing, dated January 20, 2026, reports $183M in regulatory assets under management, 2 employees, and 627 accounts.
Assets Under Management
$183M
Employees
2
Offices
--
Total Clients
279
Primary office
LEMOYNE, PA
1035 MUMMA ROAD, SUITE 101, LEMOYNE, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 81.4% of total clients.
Top client categories% of clientsClients
1
Individuals
81.4%
227
2
HNWI
18.6%
52
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$183Mas of January 20, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$183M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$183M
Total Accounts627
10Y AUM Change+$70M (+62.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee140:1
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.