Conway Partners

RIASEC RegisteredEst. 2022

Total AUM

$166M

Discretionary

$161M

97% of AUM

Avg account

$726K

Accounts

229

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 319013
Registered since: March 11, 2022
Website: www.conwaypartners.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI83.32%
Corporations / Businesses9.24%
Insurance Companies2.88%
Pension & Profit Sharing Plans2.41%
Individuals2.15%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Conway Partners is an independent Registered Investment Adviser organized as a limited liability company and registered with the SEC in 2022. The firm serves individual and family clients, offering financial planning and portfolio management for individuals, small businesses and institutions. Conway Partners operates as a capital allocator: it builds client portfolios directly and also sources and selects third‑party managers as part of its advisory process. The firm charges a mix of percentage‑of‑AUM and fixed fees and provides both discretionary and limited non‑discretionary management. Conway Partners does not present itself as an active ESG investor. Its advisory scope explicitly includes selection of other advisers, reflecting a delegated manager model for portions of client capital.