CONQUIS FINANCIAL LLC

RIASEC RegisteredEst. 2022

Total AUM

$280M

Discretionary

$280M

100% of AUM

Avg account

$1.2M

Accounts

234

Employees

Advisory reps

Firm details

Headquarters: MILLBRAE, California
CRD number: 319579
Registered since: April 14, 2022
Website: conquis.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: HNWI97.88%
Individuals2.12%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Conquis Financial LLC is an independent, owner-operated registered investment adviser organized as an LLC and SEC-registered in 2022. The firm serves individual and family clients and positions itself as a capital allocator, combining financial planning with discretionary portfolio management and the selection of outside advisers when appropriate. Its advisory services cover planning and portfolio management for individuals, small businesses, and institutional/business clients. Fee arrangements include asset-based charges and fixed fees, with other fee structures used in some client relationships. The firm does not identify as an active ESG investor and is not described as a multi-state adviser in the source data.