JR Snell Capital Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 117598
- Website
- www.jrscm.com
- Custodians
- ALTRUIST FINANCIAL LLC, BETTERMENT
- Fee structure
- Percentage of AUM
- Client types
- HNWI74.61%
- Individuals24.4%
- Corporations / Businesses1%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
JR Snell Capital Management, LLC is a small, owner-operated advisory firm organized as an LLC that manages portfolios for both individual/family clients and institutional or business entities. The firm charges fees based on a percentage of assets under management and lists portfolio management for individuals, small businesses, and institutions among its core advisory activities. It also offers selection-of-other-advisers services, indicating the ability to allocate client capital to outside managers. The firm does not characterize itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities93%
- Cash & Cash Equivalents6%
- Public Funds/Mutual Funds1%
Contacts
2 of 2
Roger Weller
Investment Advisor RepresentativeCRD 2315028
Jeffrey Snell
Managing MemberCRD 1790083
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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