CONRAD A. MAY, CPA, P.C.

Overview

Conrad A. May provides advisory services out of a CPA practice that also operates as an independent registered investment adviser. The firm focuses on financial planning and portfolio management for individuals, families and small-business clients, delivered under a fixed-fee model. Investment activity is equity‑oriented: the firm's filings show a clear preference for exchange‑traded equities and ETFs as the primary vehicles for client portfolios, with mutual funds used as supplemental investments. All advisory assets are reported as nondiscretionary, which indicates Conrad A. May provides recommendations and model allocations while clients retain final trading authority and execution oversight. The firm does not identify itself as an active ESG investor, a capital allocator to outside managers, or a pension consultant. Conrad A. May’s background as an accountant shapes the practice: tax-awareness and integration with financial planning are likely central to portfolio decisions and asset location. The adviser operates on a small, high-net-worth scale, which suggests a boutique approach combining tax planning and investment advice rather than a large-scale institutional platform.

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