Conley Capital Group

Overview

Conley Capital Group is a corporation owned by an individual that combines broker-dealer and insurance-broker activities with advisory services. The firm provides financial planning and acts in a manager-selection capacity, positioning itself as a capital allocator that sources outside managers for client allocations. Compensation is a mix of hourly charges and transaction-based commissions, and the firm operates without an active ESG investing program. It is not registered as a multistate adviser and is classified in the source data as “Unclassified.” The broker-dealer and insurance broker roles indicate the firm can distribute insurance-based products and execute brokerage transactions alongside its planning and manager-selection work. Its selection-of-other-advisers activity suggests Conley Capital Group performs due diligence and places client assets with third-party managers rather than being primarily a discretionary portfolio manager.

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Investments & Alternatives

Location & Offices