You're signed outSign in or to get full access.
Snowden Capital Advisors LLC
Snowden Capital Advisors LLC is a New York-based investment adviser firm founded in 2011, serving primarily high net worth and individual clients. With approximately 145 employees, the firm offers advisory and wealth management services. Snowden Capital provides personalized investment management, financial planning, and strategic counsel for affluent individuals and families, institutions, and other organizations.
Investment Strategy
Snowden Capital Advisors LLC focuses on personalized wealth management and investment advisory services for high net worth individuals and select institutions. The firm manages both discretionary and non-discretionary accounts, invests broadly across equities with notable holdings in technology and financial sectors, and builds tailored portfolios to meet the financial goals and risk profiles of its clients. The majority of assets are managed on behalf of high net worth and individual clients, emphasizing diversification, active management, and a client-driven approach.
Latest 13F Filing Activity
Snowden Capital Advisors LLC filed their most recent 13F report on Jun 30, 2025 disclosing 1,185 equity positions with a total 13F market value of $3B. The fund increased holdings in Nvidia Corporation, Microsoft Corp., Broadcom Inc. among other positions. Snowden Capital Advisors LLC reduced exposure to Apple Inc., Unitedhealth Group Inc., Ishares TR among others.
Top Holdings
Equity Positions (1,185)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 3.76% | $127.2M | 804,849 | $16.29 | $157.99 | +$36.0M |
A AAPL | APPLE INC | 3.39% | $114.8M | 559,373 | $116.75 | $205.17 | -$13.5M |
M MSFT | MICROSOFT CORP | 3.19% | $108.2M | 217,450 | $241.00 | $497.41 | +$27.6M |
A AMZN | AMAZON COM INC | 2.21% | $74.7M | 340,358 | $116.89 | $219.39 | +$9.8M |
S SPLG | SPDR SERIES TRUST | 1.63% | $55.2M | 758,839 | $50.61 | $72.69 | +$5.4M |
Industry Allocation
Investment Team (6)
| Name | Role | Location | |
|---|---|---|---|
A Alexandra Chan | Investment Analyst | New York, NY , United States | |
 | Planning and Investment Analyst | TX , United States | |
 | Vice President - Senior Portfolio Consultant | Greenwich, CT , United States | |
 | Senior partner, portfolio manager | Wilmot, NH , United States | |
 | Senior Partner | Paramus, NJ , United States | |
 | Senior Partner | Bluffton, SC , United States |
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more