CONWAY ASSET MANAGEMENT, INC.

Overview

Conway Asset Management, Inc. is a small, independent registered investment adviser serving individual and family clients with fee-based portfolio management and financial planning. The firm runs a concentrated, equity-first playbook: equities are the dominant allocation and exchange-traded instruments make up the majority of investable assets. Conway operates as an in-house portfolio manager rather than a capital allocator, but it does place client capital with third‑party alternative managers when appropriate. Their client focus is high-net-worth individuals and small businesses, delivered on a percentage‑of‑AUM fee model. Conway does not position itself as an ESG specialist and is not registered as a multi-state adviser. Advisory services listed center on financial planning and discreet portfolio management rather than institutional consulting.

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Public Holdings

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Location & Offices