Data / Investment advisers / Missouri / Conway Investment Solutions
Conway Investment Solutions, Saint Louis, MO: $1.7 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Conway Investment Solutions is an SEC registered investment adviser with its main office in Saint Louis, Missouri and reports $1.7 billion in regulatory assets under management in its Form ADV filed March 30, 2026. Its clients include pooled investment vehicles and charitable organizations. It is paid through a percentage of assets under management, fixed fees and performance based fees. It advises 6 private funds.
The request: Watch Conway Investment Solutions (CRD number 154659): 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
- 154659
- SEC file number
- 801-110312
- SEC status
- Approved, effective April 10, 2017
- Legal name
- Conway Investment Research, LLC
- Main office
- 165 North Meramec Suite 210, Saint Louis, MO 63105
- Phone
- (314) 721-9696
- Website
- conwayis.com
- Regulatory AUM
- $1,670,210,037 in the Form ADV filed March 30, 2026
- Discretionary AUM
- $100,733,432
- Non discretionary AUM
- $1,569,476,605
- Accounts
- 14
- Employees
- 20, of which 11 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, performance based fees
- Private funds
- 6: 6 hedge funds
- Gross assets of private funds
- $1,381,517,125
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 30, 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 |
|---|---|---|
| Pooled investment vehicles | 11 | $1.53 billion |
| Charitable organizations | Fewer than 5 | $140 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 | $1.67 billion | March 30, 2026 |
| December 1, 2025 | $1.29 billion | March 31, 2025 |
Other advisers in Saint Louis
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Plancorp, LLC | Saint Louis | $10.63 billion | Not listed | adviserinfo.sec.gov |
| Confluence Investment Management LLC | Saint Louis | $6.72 billion | Not listed | adviserinfo.sec.gov |
| Larson Financial Group, LLC | Saint Louis | $5.48 billion | Not listed | adviserinfo.sec.gov |
| Alpine Private Wealth | Saint Louis | $1.45 billion | Not listed | adviserinfo.sec.gov |
| Terril & Company | Saint Louis | $987.8 million | Not listed | adviserinfo.sec.gov |
| Tbg-Bedford Group LLC | Saint Louis | $758.1 million | Not listed | adviserinfo.sec.gov |
| 25 Financial | Saint Louis | $545 million | Not listed | adviserinfo.sec.gov |
| Fefa Financial | Saint Louis | $435.3 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Saint Louis, MO
- Investment advisers in Missouri
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers serving charitable organizations
- Advisers that manage private funds
- Conway Investment Solutions 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.