SNOWCAP CAPITAL MANAGEMENT other names

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Adviser Profile

As of Date:

03/29/2024

Adviser Type:

- Large advisory firm

Number of Employees:

2

of those in investment advisory functions:

2

Registration:

SEC, Approved, 8/4/2008

AUM:

212,705,464 2.06%

of that, discretionary:

212,705,464 2.06%

Private Fund GAV:

23,513,168

Avg Account Size:

10,635,273 2.06%

% High Net Worth:

36.36% -22.73%

SMA’s:

YES

Private Funds:

2 1

Contact Info

214 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
214M 183M 153M 122M 92M 61M 31M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Recent News



Private Funds Structure

Fund Type Count GAV
Other Private Fund 2 $23,513,168

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Private Funds



Employees




Brochure Summary

Overview

Advisory Firm Snowcap Capital Management (“SCM”) has been providing investment advisory services since 2008. We provide individuals and other types of clients with a wide array of investment advisory services. Our firm is a limited liability company formed in the State of Texas. William E. Corrigan is the founder and President and has been in the financial services industry since 2003. P. Elaine Benningfield is the Vice-President and CCO for Snowcap Capital Management. Ms. Benningfield has been in the financial services industry since 1997. Advisory Services  Snowcap Capital Management provides discretionary and non-discretionary investment advisory services to individuals, corporations, limited liability companies, partnership or other business entities, trusts, estates, and pooled investment vehicles including unregistered limited partnerships. As of 12/31/2023, Snowcap Capital Management has $212,705,484 of assets under management on a discretionary basis. Services are based on the individual needs of the client. An initial interview and data gathering questionnaire is undertaken to determine the client's financial situation and investment objectives, and to give the client the opportunity to impose reasonable restrictions on the management of the account. Clients can leave standing instructions with the IA Rep to refrain from investing in securities or types of securities or invest in limited amounts of securities. Quarterly the IA Rep will notify the client in writing to contact the IA Rep if
there have been any changes in the client's financial situation or investment objectives, or to impose or modify account restrictions. The IA Rep will contact or attempt to contact the client annually on these matters. It is the client's responsibility to notify the IA Rep at any time there are changes. Clients may call in at any time during normal business hours to discuss directly with the IA Rep about the client's account, financial situation, or investment needs. Clients will receive from the custodian/brokerage firm timely confirmations and at least quarterly statements containing a description of all transactions and all account activity. The client will retain rights of ownership of all securities and funds in the account to the same extent as if the client held the securities and funds outside the program. In addition to custodial statements, Snowcap Capital Management sends quarterly reports to the client. Snowcap Capital Management provides financial planning and consulting services consistent with the individual client's financial and tax status and risk/reward objectives. Planning may be comprehensive or segmented and focuses on investments, insurance, taxes, and/or estate plans.  Snowcap Capital Management may provide financial services including bookkeeping, recordkeeping and bill paying for business owners and provide business consultations not involving securities. This is separate from personal planning services. Topics may include budgetary planning, succession planning, and/or business plans.