Data / Investment advisers / Pennsylvania / Conrad Siegel Investment Advisors
Conrad Siegel Investment Advisors, Harrisburg, PA: $12.1 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Conrad Siegel Investment Advisors is an SEC registered investment adviser with its main office in Harrisburg, Pennsylvania and reports $12.1 billion in regulatory assets under management in its Form ADV filed September 4, 2026. Its clients include pension and profit sharing plans, high net worth individuals and state and municipal governments. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Conrad Siegel Investment Advisors (CRD number 123560): 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
- 123560
- SEC file number
- 801-62505
- SEC status
- Approved, effective November 14, 2003
- Legal name
- Conrad Siegel Investment Advisors, Inc.
- Main office
- 501 Corporate Circle, Harrisburg, PA 17110
- Phone
- (717) 652-5633
- Regulatory AUM
- $12,129,385,082 in the Form ADV filed September 4, 2026
- Discretionary AUM
- $4,136,280,725
- Non discretionary AUM
- $7,993,104,357
- Accounts
- 1,218
- Employees
- 29, of which 23 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 4, 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 |
|---|---|---|
| Pension and profit sharing plans | 88 | $10.08 billion |
| High net worth individuals | 170 | $773.2 million |
| State or municipal government entities | 63 | $563.2 million |
| Charitable organizations | 18 | $390.9 million |
| Individuals (other than high net worth individuals) | 225 | $178 million |
| Corporations or other businesses | 4 | $83.8 million |
| Insurance companies | 2 | $55.3 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 |
|---|---|---|
| October 2, 2026 | $12.13 billion | September 4, 2026 |
| December 1, 2025 | $10.12 billion | September 25, 2025 |
Other advisers in Pennsylvania
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Mycio Wealth Partners, LLC | Philadelphia | $15.78 billion | 5 | adviserinfo.sec.gov |
| Federated Equity Management Company of Pennsylvania | Pittsburgh | $14.25 billion | Not listed | adviserinfo.sec.gov |
| Centersquare Investment Management LLC | Conshohocken | $13.70 billion | 19 | adviserinfo.sec.gov |
| Alpha Architect | Newtown Square | $13.50 billion | Not listed | adviserinfo.sec.gov |
| Chartwell Investment Partners, LLC | Berwyn | $12.97 billion | 1 | adviserinfo.sec.gov |
| CS McKee | Warrendale | $11.65 billion | Not listed | adviserinfo.sec.gov |
| QRG Capital Management, Inc. | Berwyn | $11.41 billion | Not listed | adviserinfo.sec.gov |
| CBRE Investment Management Listed Real Assets LLC | Radnor | $10.80 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Pennsylvania
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving pension and profit sharing plans
- Advisers serving high net worth individuals
- Conrad Siegel Investment Advisors 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.