Overview
Assets Under Management: $8.8 billion
Headquarters: WAYNE, PA
High-Net-Worth Clients: 153
Average Client Assets: $3 million
Frequently Asked Questions
CONESTOGA CAPITAL ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #111750), CONESTOGA CAPITAL ADVISORS, LLC is subject to fiduciary duty under federal law.
CONESTOGA CAPITAL ADVISORS, LLC is headquartered in WAYNE, PA.
CONESTOGA CAPITAL ADVISORS, LLC serves 153 high-net-worth clients according to their SEC filing dated January 21, 2025. View client details ↓
According to their SEC Form ADV, CONESTOGA CAPITAL ADVISORS, LLC offers portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
CONESTOGA CAPITAL ADVISORS, LLC manages $8.8 billion in client assets according to their SEC filing dated January 21, 2025.
According to their SEC Form ADV, CONESTOGA CAPITAL ADVISORS, LLC serves high-net-worth individuals, businesses, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 153
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 6.04
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 247
Discretionary Accounts: 242
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 111750
Last Filing Date: 2025-01-21 00:00:00
Website: HTTPS://WWW.CONESTOGACAPITAL.COM