Overview
Assets Under Management: $91 million
Headquarters: HAUPPAUGE, NY
High-Net-Worth Clients: 20
Average Client Assets: $2.6 million
Frequently Asked Questions
CONRAD CAPITAL MANAGEMENT, INC. 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 #113648), CONRAD CAPITAL MANAGEMENT, INC. is subject to fiduciary duty under federal law.
CONRAD CAPITAL MANAGEMENT, INC. is headquartered in HAUPPAUGE, NY.
CONRAD CAPITAL MANAGEMENT, INC. serves 20 high-net-worth clients according to their SEC filing dated March 23, 2026. View client details ↓
According to their SEC Form ADV, CONRAD CAPITAL MANAGEMENT, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
CONRAD CAPITAL MANAGEMENT, INC. manages $91 million in client assets according to their SEC filing dated March 23, 2026.
According to their SEC Form ADV, CONRAD CAPITAL MANAGEMENT, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 20
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 57.06%
Average Client Assets: $2.6 million
Total Client Accounts: 502
Discretionary Accounts: 359
Non-Discretionary Accounts: 143
Regulatory Filings
CRD Number: 113648
Filing ID: 2068489
Last Filing Date: 2026-03-23 14:58:59