RIA Intel›Advisers›Delaware›JR SNELL CAPITAL MANAGEMENT, LLC

JR SNELL CAPITAL MANAGEMENT, LLC

Advisory

Data as of Apr 27, 2026 · Source: SEC Form ADV

Average account

$165K

across 194 accounts

AUM per adviser

$16M

2 advisers

Source: SEC Form ADV. Figures as filed Apr 27, 2026.

Total AUM

$32M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$32M

Discretionary AUM$32M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients62

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ, CA, NY

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

62 clients

12 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in DE

Closest by assets under management. All figures from Form ADV.

THE RAFFIN GROUP LLC

$31M

LUMEN CAPITAL MANAGEMENT, L.L.C.

$33M

KAPOK CAPITAL LLC

$30M

TOUCAN FINANCIAL, INC.

$30M

GLOBAL KEY MANAGEMENT LLC

$34M

DUNN FINANCIAL ADVISORS, LLC

$30M

Get the full picture on JR SNELL CAPITAL MANAGEMENT, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track JR SNELL CAPITAL MANAGEMENT, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans