Conroy Capital LLC

Overview

Conroy Capital LLC is a small, fee-based advisory firm focused on individual and family clients, with advisory services extending to small businesses and institutional clients. The firm runs a concentrated, equity-first approach: the majority of client assets are positioned in exchange-traded equities and ETFs, with a preference for liquid, marketable instruments that support portfolio management on a discretionary basis. Conroy Capital charges a percentage-of-AUM fee and does not present itself as an active ESG investor. The firm’s business model is that of a single-office, owner-operated advisory practice providing ongoing portfolio management rather than a broad platform of product distribution or sponsorship of pooled investment vehicles. Advisory activity centers on individualized portfolio construction and account-level management rather than large-scale capital allocation or fund-of-funds management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices