SourcingSourcing

SAFS, LLC

C47
CRD 144405·SEC 801-124937·LEMOYNE, PA
AUM
$182.6M
$100M-$500M
Est. Revenue
$1.8M
@ 1% on AUM
Est. EBITDA
$548K
@ 30% margin
Est. Deal Value
$4.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SAFS, LLC
CRD
144405
SEC file #
801-124937
EIN
—
DBA names
Snavely Associates Financial Services

Economics

AUM
$182.6M
AUM band
$100M-$500M
AUM trajectory
'23'26
$112.2M → $182.6M▲ +63%
Client mix
Individuals Other227
Individuals High Net Worth52

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'23'26
2 advisors → 2 advisors▬ 0%
Primary office
LEMOYNE PA
Branches
—

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
01/20/2026
ADV-W filed at
—
Website
snavelyfinancial.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SNAVELY, JACK, EMERSON
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
SNAVELY, JACK, EMERSON
NALE, SHAWNA, LEIGH
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
SNAVELYFINANCIAL.COM
Rdap Domain Creation Date
2007-10-29T18:49:43Z
Rdap Firm Age Years
19
Rdap Firm Age Band
10-20y
Rdap Registrar
Wild West Domains, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Pershing4
E*trade4
Firm Has Custody
No
Mailing Office Differs
Yes
Rdap Domain Expiration Date
2026-10-29T18:49:43Z
Rdap Domain Last Changed
2025-09-28T12:30:42Z
Rdap Nameservers
Ns1.wordpress.comNs2.wordpress.comNs3.wordpress.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2061649
Trust Company Affiliate
No

People (2)

2
SNAVELY, JACK, EMERSON
IAR · Direct Owner · 62.5%
2061649
NALE, SHAWNA, LEIGH
IAR · Direct Owner · 37.5%
6593131