SNOWCAP CAPITAL MANAGEMENT

RIASEC RegisteredEst. 2008

Total AUM

$239M

Discretionary

$239M

100% of AUM

Avg account

$13.3M

Accounts

Employees

Advisory reps

Firm details

Headquarters: DALLAS, Texas
CRD number: 146883
Registered since: August 4, 2008
Website: www.snowcapmanagement.com
Custodians: J.P. MORGAN SECURITIES INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Corporations / Businesses56.52%
Other18.43%
HNWI11.88%
Charitable Organizations6.89%
Individuals3.49%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Snowcap Capital Management is an independent registered investment adviser that acts as both portfolio manager and capital allocator for high-net-worth individuals, families and institutional clients. The firm runs a portfolio-first approach with a clear tilt toward publicly traded equities—exchange-traded stocks and ETFs form the core liquid sleeve—while also allocating to third-party managers and sponsoring pooled vehicles when appropriate. Snowcap combines fee models (percentage of AUM, hourly and fixed fees) and offers financial planning, portfolio management for individuals, small businesses and pooled investment vehicles, and selection of other advisers. The firm is not positioned as an ESG investor and operates on a single-state basis.