Data / Investment advisers / Pennsylvania / Conservest Capital Advisors Inc
Conservest Capital Advisors Inc, Wynnewood, PA: $1.9 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Conservest Capital Advisors Inc is an SEC registered investment adviser with its main office in Wynnewood, Pennsylvania and reports $1.9 billion in regulatory assets under management in its Form ADV filed March 26, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management.
The request: Watch Conservest Capital Advisors Inc (CRD number 111353): 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
- 111353
- SEC file number
- 801-44462
- SEC status
- Approved, effective July 30, 1993
- Main office
- 257 E. Lancaster Avenue Suite 205, Wynnewood, PA 19096
- Phone
- (610) 642-9588
- Website
- conservest.com
- Regulatory AUM
- $1,924,651,036 in the Form ADV filed March 26, 2026
- Discretionary AUM
- $1,924,651,036
- Accounts
- 303
- Employees
- 7, of which 7 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 26, 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 |
|---|---|---|
| High net worth individuals | 204 | $1.86 billion |
| Individuals (other than high net worth individuals) | 74 | $30.3 million |
| Corporations or other businesses | 7 | $12.9 million |
| Pension and profit sharing plans | 4 | $10.9 million |
| Charitable organizations | 14 | $8.2 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 | $1.92 billion | March 26, 2026 |
| December 1, 2025 | $1.72 billion | March 26, 2025 |
Other advisers in Pennsylvania
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Transamerica Financial Advisors, LLC | Philadelphia | $2.11 billion | Not listed | adviserinfo.sec.gov |
| Quadrant Private Wealth Management, LLC | Center Valley | $2.10 billion | Not listed | adviserinfo.sec.gov |
| Emerald Mutual Fund Advisers Trust | Leola | $2.09 billion | Not listed | adviserinfo.sec.gov |
| Penn Capital Management Company, LLC | Philadelphia | $1.94 billion | Not listed | adviserinfo.sec.gov |
| FS Specialty Lending Advisor, LLC | Philadelphia | $1.93 billion | Not listed | adviserinfo.sec.gov |
| DT Investment Partners, LLC | Chadds Ford | $1.91 billion | Not listed | adviserinfo.sec.gov |
| Independence Square Holdings, LLC | King of Prussia | $1.83 billion | Not listed | adviserinfo.sec.gov |
| Cloverlay Investment Management, LLC | Conshohocken | $1.83 billion | 11 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Pennsylvania
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Conservest Capital Advisors Inc 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.