Conway Partners
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$142,171,505
Clients
81
86% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
81
Very HighAverage account size
$1,755,204
About
Conway Partners provides wealth management, financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations, pension and profit-sharing plans, and insurance companies. The firm serves both individual and high-net-worth clients (a common focus among peers) while also engaging with institutional plan sponsors and insurance company clients.
The firm’s investment approach emphasizes diversified, asset-allocation portfolios built largely with low-cost ETFs and, when appropriate, third‑party independent managers, following Modern Portfolio Theory principles and ongoing monitoring of manager alignment with client objectives. Conway Partners also offers retirement plan consulting and tailored financial planning services (including tax, estate, cash flow, and stock-compensation planning) and provides advice on held-away products such as variable life insurance, annuities, and employer-sponsored accounts.
Distinctive features include the firm’s work with insurance company clients — a relatively uncommon client type for firms in this category — and its explicit handling of held-away insurance and annuity contracts. The firm is fee-only, accepts authority to debit client accounts (resulting in custody), uses standing letters of authorization for certain disbursements, conducts proxy voting under formal procedures, and performs ongoing due diligence of independent managers.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Equity Recipients (RS/RSU, SOP, ESPP)
College savings (529s, UTMA, etc.)
General tax planning
General retirement planning
Wealth management
Occupation focus
Founder/Business Owner
Fee options
Certain Retirement Plan Consulting engagements may have negotiated fixed fees instead of AUM fees
0.30% - 1.45% annually (varies based on size, composition, services, and provider)
Fee-only: Fee-only firm; compensation solely from clients, no commissions or sales-related compensation
Most active in
Conway Partners has reported serving >5 clients in these states in the last 12 months.
California · Hawaii · Nevada · New York · Oregon · 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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