SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Snowcap Capital Management
Dallas, TX
Snowcap Capital Management, LLC, CRD 146883
Firm filing updated March 27, 2026 ·
- $238.9MAssets
- 2Advisory staff
- 18Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals5
- High net worth individuals5
- Pooled vehicles1
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 5 | $8.3 million |
| High net worth individuals | 5 | $28.4 million |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $4.7 million |
| Charitable organizations | Fewer than 5 clients | $16.5 million |
| Other investment advisors | Fewer than 5 clients | $1.9 million |
| Corporations or other businesses not listed above | Fewer than 5 clients | $135.0 million |
| Other: "FLPS" | Fewer than 5 clients | $44.0 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
See all 5 services
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$238.9 million
- Accounts18
- DiscretionaryAll accounts
People
- Employees2
- Advisory staff2
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients1 to 10
Advisors
2 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Snowcap Capital Management, LLC SEC-registered investment advisor. CRD 146883, SEC file 801-69447.
- Registered with the SEC as an investment advisor (status date on record: August 4, 2008).
Is Snowcap Capital Management a fiduciary?
Short answer: Snowcap Capital Management is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.