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Snavely Associates Financial Services
Snavely Associates Financial Services is an SEC-registered investment adviser in Lemoyn, PA, registered since 2022. The firm manages $183 million in...
Overview
Snavely Associates Financial Services is an SEC-registered investment adviser in Lemoyn, PA, registered since 2022. The firm manages $183 million in regulatory assets. It has 2 employees and 2 investment advisers. SNAVELY ASSOCIATES FINANCIAL SERVICES was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-01-20, it reported 2 employees; 627 advisory accounts; services including Portfolio management for individuals and small businesses; client categories including High net worth individuals, Individuals (other than high net worth individuals); compensation arrangements including A percentage of assets under management. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.
General information
Firm type
Bank / Wealth / Trust
Year founded
2022
Location
Region
North America
Country
United States
City
Lemoyne
Corporate office
1035 Mumma Road, Suite 101, Lemoyne, PA 17043, United States
Principals
Jack Snavely
Principal
Shawna Snavely
Principal
Frequently asked questions
Who runs investment decisions at Snavely Associates?
The firm lists Jack and Shawna Snavely as the primary contacts. The client-facing materials do not name a separate chief investment officer or investment committee, implying the principals retain direct decision-making authority over client portfolios.
What is the firm's geographic reach?
All contact information and directions point to its single business address in Lemoyne, Pennsylvania, a West Shore suburb of Harrisburg. No additional offices, satellite locations, or regional service expansion are indicated.
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