Snyder Asset Management provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 51–100 clients last fiscal year.
Snyder Asset Management reports 80 clients. They include 47 high-net-worth individuals and 33 individual clients. Of its assets, 100.0% ($112M across 263 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 41% | 14% |
| High-net-worth individuals | 59% | 85% |
| Pension and profit-sharing plans | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 33 | $15.3M | 13.6% | $464K |
| High-net-worth individuals | 47 | $96M | 85.5% | $2.04M |
| Pension and profit-sharing plans | Fewer than 5 | $1M | 0.9% | — |
| Total | 80 | $112M | 100% | — |
- Clients
- 33
- Regulatory AUM
- $15.3M
- AUM share
- 13.6%
- Avg. per client
- $464K
- Clients
- 47
- Regulatory AUM
- $96M
- AUM share
- 85.5%
- Avg. per client
- $2.04M
- Clients
- Fewer than 5
- Regulatory AUM
- $1M
- AUM share
- 0.9%
- Avg. per client
- —
Total
- Clients
- 80
- Regulatory AUM
- $112M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Snyder Asset Management is paid through a percentage of assets under management. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
It has 1 employee.
Leadership
Staff
- 1 employee
- 1 in advisory functions
- 1 state-registered rep
Besides its headquarters, Snyder Asset Management has 0 offices, with 1 listed address in 1 state.
Maryland · 1 listed address
- 11019 McCormick Road, Suite 320, Hunt ValleyHQ
Contact and registration details
- Legal name
- Snyder Asset Management, LLC
- Headquarters
- 11019 McCormick Road, Suite 320, Hunt Valley, MD 21031
- Website
- snyderassetmgmt.com
- Phone
- 410-216-1249
- SEC file
- 801-137193
- Structure
- Maryland LLC
- Fiscal year end
- December
Snyder Asset Management does not have custody of client assets.
At year end, Snyder Asset Management’s separately managed accounts were mostly in funds (94%).
What the accounts hold
- Stocks6%
- Funds94%
How many clients does Snyder Asset Management have?
Snyder Asset Management has 80 clients and manages $112 million for them, as of July 2026. They include 47 high-net-worth individuals and 33 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 July 2026
What services does Snyder Asset Management offer?
Snyder Asset Management provides financial planning and 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 many financial advisors does Snyder Asset Management have?
Snyder Asset Management has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or 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 Snyder Asset Management invest in?
At the end of its last fiscal year, Snyder Asset Management’s separately managed accounts held 94% registered funds (mutual funds, ETFs, BDCs) and 6% exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
How does Snyder Asset Management get paid?
Snyder Asset Management 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
How do I contact Snyder Asset Management?
Snyder Asset Management’s main office is at 11019 McCormick Road, Suite 320, Hunt Valley, MD 21031. Its phone number is 410-216-1249. Its website is snyderassetmgmt.com.