SNAVELY ASSOCIATES FINANCIAL SERVICES

Overview

Snavely Associates Financial Services is an individual-owned SEC-registered advisory firm that focuses on portfolio management for individuals and small businesses. The firm charges clients on a percentage-of-AUM basis and emphasizes managed public-fund and mutual-fund allocations as the core of its portfolios. It is not positioned as a capital allocator or pension consultant, and the firm does not identify itself as an active ESG investor. Advisory activity is limited in scope: the practice is tailored toward individual and family clients rather than institutional mandates, and the filing identifies the business model as portfolio management rather than specialty solutions or multi-state advice. The adviser is not registered as a multi-state adviser and the registration year on file is 2022.

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Location & Offices