Jr Snell Capital Management, Llc
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ADV data as of Apr 27, 2026
- Regulatory AUM
- $32.1M
- Discretionary
- $32.1M
- Clients
- 62
- Avg AUM / client
- $517K
- Accounts
- 194
- Employees
- 2
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 49 | $7.8M | 24.4% |
| High net worth individuals | 12 | $23.9M | 74.6% |
| Corporations and other businesses | 1 | $319K | 1.0% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jeffrey Randall Snell | Registered representative | May 2002 (24y) | ||
| Roger Howard Weller | Registered representative | Apr 2015 (11y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/27/2026 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Truist Financial Corp $29.0M (90% of AUM) Apr 2026
- Mtg, Llc $2.4M (8% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 27, 2026.
View current Form ADV (SEC/IAPD) ↗