CONWAY CAPITAL MANAGEMENT, INC.
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities97%
- US Government Bonds1%
- State & Local Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1DANIEL CONWAY
President, CEOCRD 2420582
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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