Overview
Assets Under Management: $213 million
Headquarters: DALLAS, TX
High-Net-Worth Clients: 8
Average Client Assets: $3.9 million
Frequently Asked Questions
SNOWCAP CAPITAL MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #146883), SNOWCAP CAPITAL MANAGEMENT is subject to fiduciary duty under federal law.
SNOWCAP CAPITAL MANAGEMENT is headquartered in DALLAS, TX.
SNOWCAP CAPITAL MANAGEMENT serves 8 high-net-worth clients according to their SEC filing dated March 29, 2024. View client details ↓
According to their SEC Form ADV, SNOWCAP CAPITAL MANAGEMENT offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
SNOWCAP CAPITAL MANAGEMENT manages $213 million in client assets according to their SEC filing dated March 29, 2024.
According to their SEC Form ADV, SNOWCAP CAPITAL MANAGEMENT serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 8
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 14.77%
Average Client Assets: $3.9 million
Total Client Accounts: 20
Discretionary Accounts: 20
Regulatory Filings
CRD Number: 146883
Filing ID: 1859227
Last Filing Date: 2024-03-29 11:18:00