Conservest Capital Advisors Inc

RIASEC Registered
Total AUM
$1.9B
Discretionary
$1.9B
100% of AUM
Avg account
$6.4M
Accounts
303
Employees
7
Advisory reps
8

Firm details

Headquarters
Wynnewood, Pennsylvania
CRD number
111353
Registered since
July 30, 1993
Custodians
CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
Fee structure
Percentage of AUM
Client types
  • HNWI96.76%
  • Individuals1.57%
  • Corporations / Businesses0.67%
  • Pension & Profit Sharing Plans0.57%
  • Charitable Organizations0.43%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Conservest Capital Advisors Inc is an independent, privately owned registered investment adviser that provides financial planning and portfolio management for individuals, small businesses, and institutions. The firm is SEC registered (1993) and charges clients on a percentage-of-assets-under-management basis. Its client base includes both individual and family investors alongside institutional relationships. Conservest’s advisory scope centers on financial planning and discretionary portfolio management; it does not position itself as a capital allocator or pension consultant and is not identified as an active ESG investor. The firm has received industry recognition, including CNBC’s Top 100 Financial Advisory Firms lists (2019, 2022, 2025) and investor.com’s Top RIA Firms to Watch in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 88%, State & Local Bonds 3%, Cash & Cash Equivalents 3%, Exchange Traded Equities 2%, US Government Bonds 2%, Investment Grade Corp Bonds 1%, Other 1%88%
  • Public Funds/Mutual Funds88%
  • State & Local Bonds3%
  • Cash & Cash Equivalents3%
  • Exchange Traded Equities2%
  • US Government Bonds2%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 119

Active vs passive

$1.9B in ETFs

Passive

90%

$1.7B

Active

8%

$187M

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$179M235,0869.42%

Location

Primary office

Wynnewood, PA

Montgomery

Location

Wynnewood, PA

Headquartered in Wynnewood, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Montgomery
Address
257 E Lancaster Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth