CONSERVEST CAPITAL ADVISORS INC
Adviser information for CONSERVEST CAPITAL ADVISORS INC last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Pennsylvania, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 6 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 6 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 2 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 289 | $1.7B |
| Non-Discretionary | 0 | $0 |
| Total | 289 | $1.7B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 76 | $33.1M |
| HNW Individuals | 189 | $1.6B |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 7 | $16.3M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 5 | $23.7M |
| Other | 12 | $11.0M |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 289 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 251-500 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-44462 |
|---|---|
| SEC ERA File Number | 801-44462 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 111353 |
| Legal Entity Identifier | None |
Principal Office
257 E. LANCASTER AVENUESUITE 205
WYNNEWOOD
PA
United States
Monday - Friday, 9AM-5PM
Tel: 610-642-9588, Fax: 610-642-9599
Chief Compliance Officer
PATRICK ANDREW CHISM
CHIEF COMPLIANCE OFFICER
257 EAST LANCASTER AVENUE
SUITE 205
WYNNEWOOD
PA
United States
Tel:
484 840 3711
P*****@*************M
(Full email address available in API data)
Regulatory Contact
BRUCE KARDON
PRESIDENT
257 EAST LANCASTER AVENUE
SUITE 205
WYNNEWOOD
PA
United States
Tel:
610-642-9588 EXT.211
Fax:
610-642-9599
B******@*************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| KARDON, BRUCE, EUGENE | Individual | – | PRESIDENT | 06/1993 | > 75% |
| CHISM, PATRICK, ANDREW | Individual | – | CHIEF COMPLIANCE OFFICER | 12/2016 | < 5% |
| COPELAND, CHRISTINA, FRANCESCA | Individual | – | PRINCIPAL | 12/2016 | < 5% |
| LORINE, DAVID, JON | Individual | – | PRINCIPAL | 12/2018 | < 5% |
| SINDONI, KRISTIN | Individual | – | PRINCIPAL | 03/2022 | < 5% |