SNOWDEN CAPITAL ADVISORS LLC

CRD

157299

SEC file #

801-72332

EIN

450997570

DBA names

—

Economics

AUM

$8.87B

AUM band

$1B+

AUM trajectory

'20 · $1.92B

'21 · $2.49B

'22 · $3.12B

'23 · $4.64B

'25 · $7.55B

'26 · $8.87B

'20'26

$1.92B → $8.87B▲ +362%

sec adv history

Client mix

Individuals Other	4,298
Individuals High Net Worth	1,580
Pension Profit Sharing Plans	75
Charitable Organizations	57
Corporations	11

Operations

Employees (total)

154

Advisory staff (per ADV)

105

Advisory staff (5-yr trend)

'20 · 56 advisors

'21 · 56 advisors

'22 · 85 advisors

'23 · 85 advisors

'25 · 97 advisors

'26 · 105 advisors

'20'26

56 advisors → 105 advisors▲ +88%

sec adv history

Primary office

NEW YORK NY

Branches

—

Custodian & Brokerage

Primary custodian

Pershinglow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting

Fee basis

% of AUMFixed fees

Filings

Latest ADV filing

04/09/2026

linkedin.com/company/snowden-lane-partners(social)

ADV-W filed at

—

Website

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

SCP INTERMEDIATE HOLDINGS, LLC

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

SCP INTERMEDIATE HOLDINGS, LLC

FRANKS, GREGORY, CREECH

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

social_url_excluded:linkedin.com

rdap

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book

Yes

Form 5500 Plan Count

Form 5500 Total Participants

284

Form 5500 Total Compensation

798,036

Form 5500 Compensation Trajectory 3y

2025	798,036
2024	0

Form 5500 Plan Count Trajectory 3y

2025	14
2024	1

Schedule C Total Compensation

798,036

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0001903055

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2022-02-14

Edgar Last Filing Date

2026-05-15

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-05-15

Accession0001172661-26-002018

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (11)

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

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Pershing	4
E*trade	4

adv brochure

Edgar Addresses

Mailing

540 MADISON AVE.9TH FLOORNEW YORK, NY 10022

Business

540 MADISON AVE.9TH FLOORNEW YORK, NY 10022

Edgar EIN

450997570

Edgar Recent Filings

13F-HR2026-05-15 · 0001172661-26-002018

13F-HR2026-02-17 · 0001172661-26-000888

Firm Has Custody

Yes

Mailing Office Differs

Trust Company Affiliate

IAR · Executive Officer · 2.5%

People (52)

FRANKS, GREGORY, CREECH

1138171

ROBERT JAMES MOONEY

Executive Officer · 2.5%

4085030

RICHARD LEE WEST

Executive Officer · 2.5%

4470264

ALISON ELIZABETH BURKETT

BARBARA INA LUTTENBERGER

Nichole Elizabeth Barilla

1318711

LORETTA GLORIA Manzanares

6980240

ANDREW WILSON HEITNER

1470581

JOHN THOMAS DICIACCIO

ROBERT ELLIOT FELDMAN

MICHAEL PATRICK MAHONEY

3207284

DOMINICK ERNEST MOLINARI

6364331

ALBERTO EDUARDO BRAVO