Data / Investment advisers / Pennsylvania / Conestoga Capital Advisors, LLC
Conestoga Capital Advisors, LLC, Wayne, PA: $6.9 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Conestoga Capital Advisors, LLC is an SEC registered investment adviser with its main office in Wayne, Pennsylvania and reports $6.9 billion in regulatory assets under management in its Form ADV filed March 9, 2026. Its clients include investment companies, pooled investment vehicles and charitable organizations. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Conestoga Capital Advisors, LLC (CRD number 111750): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 111750
- SEC file number
- 801-60133
- SEC status
- Approved, effective April 18, 2001
- Main office
- Crosspoint at Valley Forge 550 E. Swedesford Rd. Suite 120, Wayne, PA 19087
- Phone
- (484) 654-1380
- Website
- conestogacapital.com
- Regulatory AUM
- $6,935,030,540 in the Form ADV filed March 9, 2026
- Discretionary AUM
- $6,371,392,812
- Non discretionary AUM
- $563,637,728
- Accounts
- 233
- Employees
- 18, of which 9 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 9, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 6 | $3.89 billion |
| Pooled investment vehicles | 3 | $794.6 million |
| Charitable organizations | 22 | $489.9 million |
| High net worth individuals | 137 | $465.8 million |
| Pension and profit sharing plans | 10 | $430.8 million |
| State or municipal government entities | 9 | $284.9 million |
| Corporations or other businesses | 1 | $10.1 million |
| Individuals (other than high net worth individuals) | 38 | $9.2 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $6.94 billion | March 9, 2026 |
| December 1, 2025 | $8.76 billion | January 21, 2025 |
Other advisers in Wayne
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Hartford Funds | Wayne | $152.07 billion | 2 | adviserinfo.sec.gov |
| Harvest Fund Advisors LLC | Wayne | $8.13 billion | 6 | adviserinfo.sec.gov |
| Retirement and Wealth at Alliant, LLC | Wayne | $7.37 billion | Not listed | adviserinfo.sec.gov |
| Argosy Capital | Wayne | $3.73 billion | 51 | adviserinfo.sec.gov |
| Kathmere Capital Management, LLC | Wayne | $3.48 billion | 1 | adviserinfo.sec.gov |
| Renovus Associates, LLC | Wayne | $2.57 billion | 17 | adviserinfo.sec.gov |
| Hartford Funds | Wayne | $2.15 billion | Not listed | adviserinfo.sec.gov |
| Inverness Graham Investments, Inc. | Wayne | $1.57 billion | 29 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Wayne, PA
- Investment advisers in Pennsylvania
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving investment companies
- Advisers serving pooled investment vehicles
- Conestoga Capital Advisors, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.