C
Conway Capital Management, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$231,926,000
Clients
68
62% high-net worth
Advisors
1
of 1 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
68
HighAverage account size
$3,410,676
About
Conway Capital Management provides investment management to high-net-worth individuals, associated trusts, pension and profit-sharing plans, and other legal entities, serving roughly 68 clients. Services are offered on both discretionary and non-discretionary bases and generally include portfolio management across equities, fixed income, ETFs, mutual funds and, on occasion, private or closed-end fund investments.
The firm follows a fundamental, long-term investment approach—typically holding positions for three years or more—while tailoring portfolios to each client’s objectives, risk tolerance and tax considerations. Conway conducts internal research supplemented by third-party research and may incorporate outside private funds or separate-account vehicles when appropriate.
Distinctively, the firm manages about $232 million in client assets, producing an unusually high asset-to-advisor ratio relative to peers, and it maintains a $10 million minimum for new accounts. Operational features that stand out include a longstanding institutional custody relationship that supplies trading and back-office services, the use of fair-valuation procedures for illiquid investments, and a formal policy to review and rebate material valuation-related overcharges.
Client services
Portfolio management
Expertise
Wealth management
Private / alternative investments
Fee options
Flat fee arrangements may be negotiated based on the nature of the client’s account
$0 - $10,000,000: 1.50% annually $10,000,001 - $25,000,000: 1.00% annually $25,000,001+: Negotiable
Account minimum: $10,000,000
Main office location
Conway Capital Management, Inc.
3500 W. Olive Avenue, Suite 300
Burbank CA 91505, United States
Number of offices
2
Most active in
Conway Capital Management, Inc. has reported serving >5 clients in these states in the last 12 months.
California · Georgia · Massachusetts · Texas
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.
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