Firm profile

SNOWDEN CAPITAL ADVISORS LLC

NEW YORK, NYCRD 157299Latest ADV April 9, 2026

Snowden Capital Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated April 9, 2026, reports $8.9B in regulatory assets under management, 154 employees, 14 offices, and 10,260 accounts.

Assets Under Management
$8.9B
Employees
154
Offices
14 offices
Total Clients
6,021
Primary office
NEW YORK, NY
540 MADISON AVE., 9TH FLOOR, NEW YORK, NY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEORobert J. Mooney
CCORichard L. West

Advisory services offered

6 types reported
Educational seminars/workshops
Financial Planning Services
Pension consulting services

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 71.4% of total clients.
Top client categories% of clientsClients
1
Individuals
71.4%
4,298
2
HNWI
26.2%
1,580
3
Pension Plans
1.2%
75
4
Charitable
0.9%
57
5
Corporations
0.2%
11

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$8.9Bas of April 9, 2026
Discretionary83.7%
$7.4B
84% of total RAUM83.7%
Non-discretionary16.3%
$1.4B
16% of total RAUM16.3%
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.

Total AUM$8.9B
Total Accounts10,260
10Y AUM Change+$7.5B (+571.5%)

Employee Growth by Quarter

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

Total Employees154
Clients per Employee39:1
10Y Employee Change+92 (+148.4%)

* 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.