CONRAD CAPITAL MANAGEMENT, INC.

RIASEC RegisteredEst. 2001

Total AUM

$90.7M

Discretionary

$75.3M

83% of AUM

Avg account

$181K

Accounts

502

Employees

Advisory reps

Firm details

Headquarters: HAUPPAUGE, New York
CRD number: 113648
Registered since: October 16, 2001
Website: conradcapital.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI57.06%
Individuals42.94%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Conrad Capital Management, Inc. is an independent, SEC-registered registered investment adviser formed in 2001 and owned by an individual. The firm primarily serves individual and family clients and combines financial planning with discretionary and non-discretionary portfolio management. Its advisory services include planning, portfolio management for individuals and small businesses as well as for businesses or institutions, pension consulting, manager selection, and educational workshops. Fee arrangements include a percentage-of-AUM structure alongside hourly billing for advice. The firm identifies itself as a capital allocator, using third-party managers for portions of client portfolios, and does not position itself as an active ESG investor.