Safs provides portfolio management for individuals and small businesses.
Safs reports 279 clients. They include 227 individual clients and 52 high-net-worth individuals. Of its assets, 0.0% ($0 across 0 accounts) are managed with discretion; $183M across 627 accounts are not. It advised 29 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 81% | 39% |
| High-net-worth individuals | 19% | 61% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 227 | $71.8M | 39.3% | $316K |
| High-net-worth individuals | 52 | $111M | 60.7% | $2.13M |
| Total | 279 | $183M | 100% | $654K |
- Clients
- 227
- Regulatory AUM
- $71.8M
- AUM share
- 39.3%
- Avg. per client
- $316K
- Clients
- 52
- Regulatory AUM
- $111M
- AUM share
- 60.7%
- Avg. per client
- $2.13M
Total
- Clients
- 279
- Regulatory AUM
- $183M
- AUM share
- 100%
- Avg. per client
- $654K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 29
- Private funds advised
- 0
Safs charges up to 1.50% a year for its Portfolio Management Services. The fee is billed in advance and is negotiable.
Fee details and sources
Jack Snavely owns 50% to 75% of Safs. The leadership team of Safs includes Chief Compliance Officer Jack Snavely. It has 2 employees.
Leadership
Jack SnavelyPartner/Chief Compliance Officer
Shawna NalePartner
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- 2 insurance agents
- Owns 50% to 75% of Safs, LLC
Jack Snavely
Control person · since May 1990
- Owns 25% to 50% of Safs, LLC
Shawna Nale
since January 2023
Safs’ regulatory assets grew 1.6× from $112M (April 2022) to $183M (January 2026); clients rose from 247 to 279 and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| January 2026 | $183M | 279 | 2 | 1 |
| January 2025 | $149M | 256 | 2 | 1 |
| January 2024 | $128M | 230 | 2 | 1 |
| January 2023 | $113M | 225 | 2 | 1 |
| April 2022 | $112M | 247 | 2 | 1 |
Besides its headquarters, Safs has 0 offices, with 1 listed address in Pennsylvania.
Pennsylvania · 1 listed address
- 1035 Mumma Road, Suite 101, LemoyneHQ
Contact and registration details
- Legal name
- Safs, LLC
- Headquarters
- 1035 Mumma Road, Suite 101, Lemoyne, PA 17043
- Website
- snavelyfinancial.com
- Phone
- 717-737-3488
- SEC file
- 801-124937
- Structure
- Pennsylvania LLC
- Fiscal year end
- December
Safs uses Pershing ($183M) as custodian for its separately managed accounts. Safs does not have custody of client assets.
- PershingPershing Advisor Solutions LLC · Jersey City, NJ · $183M100%
At year end, Safs’ separately managed accounts were mostly in funds (80%) and bonds (11%).
What the accounts hold
- Stocks4%
- Funds80%
- Bonds11%
- Investment grade corporate bonds10%
- State and local bonds1%
- Cash5%
How many clients does Safs have?
Safs has 279 clients and manages $183 million for them, as of January 2026. They include 227 individual clients and 52 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 20 January 2026
What services does Safs offer?
Safs provides portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Safs charge?
Safs charges up to 1.50% a year for its Portfolio Management Services. The fee is billed in advance and is negotiable.
Source: SNAVELY ASSOCIATES FINANCIAL SERVICES ADV BROCHURE, filed 20 January 2026
Which custodians does Safs use?
Safs’ separately managed account assets are held at Pershing Advisor Solutions LLC (Jersey City, NJ), with $183M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 20 January 2026
How many financial advisors does Safs have?
Safs has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Safs invest in?
At the end of its last fiscal year, Safs’ separately managed accounts held 80% registered funds (mutual funds, ETFs, BDCs), 10% investment grade corporate bonds, 5% cash and equivalents, 4% exchange-traded equities and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Safs?
Safs’ direct owners are Jack Snavely (50% to 75%) and Shawna Nale (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 20 January 2026
How does Safs get paid?
Safs is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Safs registered with the SEC?
Yes, Safs has been registered with the SEC as an investment adviser since 29 April 2022. Its CRD number is 144405 and its SEC file number is 801-124937.
Source: Form ADV Part 1A, Item 1, filed 20 January 2026; IAPD firm record
How do I contact Safs?
Safs’ main office is at 1035 Mumma Road, Suite 101, Lemoyne, PA 17043. Its phone number is 717-737-3488. Its website is snavelyfinancial.com.