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 registered investment adviser that began SEC registration in 2022 and is structured as a limited liability company owned by an individual. The firm serves individual and family clients and operates primarily as a discretionary portfolio manager while also providing financial planning and selecting third‑party advisers on behalf of clients. Its fee arrangements include percentage‑of‑AUM billing, fixed fees, and other fee structures. Conquis identifies as a capital allocator but does not position itself as an ESG investor, a multistate adviser, a pension consultant, or a related adviser to another firm.