Snowden Capital Advisors LLC

Snowden Capital Advisors LLC is an SEC-registered investment adviser established in 2011, offering services to high net worth clients, including individuals, institutions, family offices, and more. The firm provides various wrap fee programs, including the Discretionary Wealth Advisory Account Program (DWA), Personal Wealth Advisory Account Program (PWA), Brinker Capital Programs, Independent Manager Portfolio Program (IMP), and Snowden Capital Advisor Portfolios (SCA Portfolios). Clients in the DWA Program must deposit a minimum of $100,000, granting SCA discretionary authority to manage their accounts based on investment objectives. The Wrap Fee covers advisory services, execution, custody, and reporting, with negotiable fees capped at 3.00% annually. The PWA Program requires a minimum of $100,000, managed on a non-discretionary basis. The IMP Program also requires a minimum of $100,000, with discretionary management by Financial Advisors. SCA selects and evaluates portfolio managers based on various criteria. Clients' financial information is used to match them with suitable managers. SCA does not restrict client contact with portfolio managers and coordinates communication through Financial Advisors. The firm has a Code of Ethics, discloses financial interests, and provides additional information on compensation, referrals, and other financial industry activities. SCA does not have any reportable legal or disciplinary events in the past ten years.