Daniel Ray Snover

ChFC

Pmv Capital Advisers, LLC

16 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment Management

Pmv Capital Advisers, LLC

Compensation

Fee-Only (AUM)

Firm Size

3 advisors

Number of Clients

48 clients

Average Client Portfolio

$1.9M average

Assets Under Management

$92.8M

Fee Structure

Financial Planning:Investment management only

Location

15660 Dallas Pkwy, Suite 1250, Dallas, TX, 75248-3335

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History

Regulatory History (1)

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Customer Dispute

August 2023

Closed-No Action

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Daniel works as an agent support representative for Compedge Financial, an insurance marketing organization, dedicating about half of his time to submitting insurance quotes. He is also the President and a 50% shareholder of PMV Capital, LLC, a holding company of an investment adviser, spending nearly full-time hours on this role.

Employment History

Current Registrations

Pmv Capital Advisers, LLC

May 2020 - Present · 5 yrs 9 mos

Previous Registrations

Cabana Asset Management

February 2019 - July 2020 · 1 yr 5 mos

Cabana Advisors, LLC

January 2012 - June 2020 · 8 yrs 5 mos

NFP Securities, INC.

February 2011 - January 2012 · 11 mos

Transamerica Financial Advisors, INC.

January 2009 - March 2011 · 2 yrs 2 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.