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Wellspent public graph/Firms/Snowcap Capital Management
Firm

Snowcap Capital Management

Dallas, Texas

Fee-only

Snowcap Capital Management at a glance

  • One of 690 fee-only firms based in Texas in the Wellspent graph.
  • 2 advisors are listed here.
  • Its Form ADV reports 2 employees and 10 individual clients, 5 of them high net worth.
  • Its average account is about $13.3 million (assets it manages divided by its 18 accounts).

Fee-only advisors in Texas · What fee-only advisors charge in Texas

Facts

Based inDallas, Texas
Websitesnowcapmanagement.com
Phone(214) 739-2025

Snowcap Capital Management fees

Snowcap Capital Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Paid byPercentage of assets · Hourly · Fixed fees
Assets managed$239 million
Individual clients5
High-net-worth clients5
Accounts managed18
Employees2
Planning clients1-10
Registered withThe SEC (801-69447)
Financial planningOffered
Form ADV filedMarch 27, 2026
SEC recordCRD 146883

Advisors at this firm (2)

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