C
Conroy Capital LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$1,326,180
Total clients
25
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
25
Average account size
$53,047
About
Conroy Capital LLC provides discretionary portfolio management and investment advisory services to individuals, high‑net‑worth individuals, and charitable organizations. Its services include preparing written Investment Policy Statements, asset allocation and selection, and ongoing portfolio monitoring across mutual funds, equities, ETFs (including precious‑metal ETFs), fixed income, and Treasury inflation‑protected bonds.
The firm tailors each program through an initial client interview and documents risk tolerance and objectives in the Investment Policy Statement used to guide trading and rebalancing. Its investment process combines fundamental and technical analysis and employs both long‑term and short‑term trading strategies, with clients receiving quarterly custodian reports and the firm acknowledging fiduciary duties for retirement accounts.
Compared with many peers, the firm explicitly lists charitable organizations among its client types and provides portfolio management services that can resemble institutional mandates. Prospective clients should note the firm’s modest assets under management (about $1.33 million) and small client roster (roughly 25), as well as operational details disclosed in the brochure—including the adviser’s outside employment commitment and an active insurance license that is not used to sell products—and the firm’s custody relationship with Schwab, which may provide access to institutional services and research.
Client services
Portfolio management
Expertise
Wealth management
Passive / index investing
Fee options
1.00% annually
Main office location
Conroy Capital LLC
Bensalem PA, United States
Number of offices
1
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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