{"url":"https://nivawealth.com/firms/snyder-asset-management-290450","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/290450","regulatoryAum":112300000,"crd":"290450","secFileNumber":"801-137193","legalName":"Snyder Asset Management, LLC","displayName":"Snyder Asset Management","slug":"snyder-asset-management-290450","website":"https://snyderassetmgmt.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Maryland limited liability company","fiscalYearEnd":"December","headquarters":{"street":"11019 McCormick Road, Suite 320","city":"Hunt Valley","state":"MD","stateName":"Maryland","country":"United States","postalCode":"21031"},"tradeNames":[],"registration":{"secApproved":"28 August 2026","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1391250,"staff":{"employees":1,"advisory":1,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":112300000,"discretionary":112300000,"discretionaryAccounts":263,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":33,"regulatoryAum":15300000},{"label":"High-net-worth individuals","clients":47,"regulatoryAum":96000000},{"label":"Pension and profit-sharing plans","clients":null,"fewerThan5":true,"regulatoryAum":1000000}],"feePrograms":[],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T15:55:07.188521+00:00","documents":[{"name":"FORM ADV PARTS 2A & 2B","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053520","versionId":1053520,"submittedOn":"2026-07-31"}]},"custodians":[],"custodyNote":"Snyder Asset Management does not have custody of client assets.","otherCustodians":[],"leadership":[],"ownership":[],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Maryland","offices":1,"addresses":[{"street":"11019 McCormick Road, Suite 320","city":"Hunt Valley","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"410-216-1249","stateRegisteredReps":1,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses"],"financialPlanningClients":"51-100","assetMix":[{"label":"Exchange-traded equity securities","percent":6},{"label":"Securities issued by registered investment companies or business development companies","percent":94}],"privateFunds":0},"sources":{"adv1FilingDate":"31 July 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/290450/PDF/290450.pdf","brochureDate":"31 July 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053520","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Snyder Asset Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Snyder Asset Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Snyder Asset Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Snyder Asset Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How does Snyder Asset Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Snyder Asset Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 31 July 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}