CONSERVEST CAPITAL ADVISORS INC
Firm details
- Headquarters
- WYNNEWOOD, Pennsylvania
- CRD number
- 111353
- Registered since
- July 30, 1993
- Website
- conservest.com
- 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
FINTRXOverview
Conservest Capital Advisors Inc. is an independent, SEC‑registered registered investment adviser that has been operating since 1993. The firm is individually owned and manages fee‑based relationships, charging a percentage of assets under management. Its client mix spans high‑net‑worth individuals and families as well as institutional accounts; core services cited on regulatory filings include financial planning and discretionary portfolio management for individuals, small businesses and institutions. Conservest does not identify as a multi‑state adviser and is not flagged as an active ESG investor on its filings. External recognition has included placements on CNBC’s Top 100 Financial Advisory Firms lists (2019, 2022, 2025) and a 2020 nod from investor.com as a Top RIA Firm to Watch.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds88%
- State & Local Bonds3%
- Cash & Cash Equivalents3%
- Exchange Traded Equities2%
- US Government Bonds2%
Owners & executives
1 of 1BRUCE KARDON
President, Chief Investment OfficerCRD 2373039
Contacts
3 of 8WILLIAM HALL
Investment ManagerCRD 6081057
Lacy Redwine
Business OperationsCRD 7430841
DAVID LORINE
PrincipalCRD 4362989
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 110Active vs passive
$1.6B in ETFs
91%
$1.5B
7%
$152M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $156M | 239,799 | 9.67% |
Location
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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