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.