CONRAD SIEGEL INVESTMENT ADVISORS

RIASEC RegisteredEst. 2003

Total AUM

$10.1B

Discretionary

$3.4B

34% of AUM

Avg account

$9.3M

Accounts

1,085

Employees

Advisory reps

Firm details

Headquarters: HARRISBURG, Pennsylvania
CRD number: 123560
Registered since: November 14, 2003
Website: conradsiegel.com
Custodians: TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, CHARLES SCHWAB & CO., INC., EMPOWER ADVISORY GROUP
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Pension & Profit Sharing Plans83.57%
HNWI6.39%
State / Municipal Government4.54%
Charitable Organizations2.92%
Individuals1.57%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Conrad Siegel Investment Advisors is an independent, SEC-registered registered investment adviser that serves individuals, families and institutions. The firm emphasizes fee-based financial planning and discretionary portfolio management while also offering hourly and fixed-fee engagements, which allows it to work with both high-net-worth households and institutional accounts. Its stated advisory activities include financial planning and portfolio management for individuals, small businesses and institutional clients. Investment approach centers on public markets exposure delivered primarily through pooled vehicles—mutual funds and ETFs—rather than direct single-stock concentration or as a third‑party capital allocator. The firm does not position itself as an active ESG investor. Recognitions from outlets such as CNBC, Forbes and FA Magazine across multiple years indicate external visibility, but Conrad Siegel’s portfolio construction remains focused on diversified, fund-based exposures and delegated implementation.