CONWAY CAPITAL MANAGEMENT, INC.

RIASEC RegisteredEst. 2022
Total AUM
$232M
Discretionary
$228M
98% of AUM
Avg account
$1.5M
Accounts
157
Employees
1
Advisory reps
1

Firm details

Headquarters
BURBANK, California
CRD number
133260
Registered since
May 3, 2022
Custodians
NATIONAL FINANCIAL SERVICES LLC
Fee structure
Percentage of AUM
Client types
  • HNWI95.48%
  • Individuals4.52%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Conway Capital Management, Inc. is a small, equity-focused registered investment adviser that manages portfolios for individuals and families. The firm runs primarily discretionary accounts and favors exchange-traded equities as the core building block of client portfolios. Its business centers on portfolio management for individual and small business clients and charges fees as a percentage of assets under management. Investment activity shows a clear tilt toward liquid, market-traded equity exposures rather than heavy use of model-driven or cash-management strategies. Conway Capital leans on separately managed account-style implementations to deliver customized equity allocations, while using mutual funds selectively to fill tactical gaps or provide exposure where direct securities or ETFs are less efficient. The adviser does not position itself as an active ESG investor and maintains a relatively concentrated client base that allows for tailored management and direct engagement on portfolio construction.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 97%, US Government Bonds 1%, State & Local Bonds 1%, Cash & Cash Equivalents 1%97%
  • Exchange Traded Equities97%
  • US Government Bonds1%
  • State & Local Bonds1%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • DANIEL CONWAY

    President, CEOCRD 2420582

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

BURBANK, CA

LOS ANGELES

Location

BURBANK, CA

Headquartered in BURBANK, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
3500 W Olive Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth