Firm profile

Connors Investor Services Inc.

WYOMISSING, PACRD 106993Registration Status: ApprovedEffective since December 25, 1969SEC # 801-6211Latest ADV September 9, 2026

Connors Investor Services Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Wyomissing, PA. Its latest Form ADV filing, dated September 9, 2026, reports $1.3B in regulatory assets under management, 10 employees, 1 office, and 662 accounts.

Assets Under Management
$1.3B
Employees
10
Offices
1 office
Total Clients
662

Associated firm names

1 name listed
  • CONNORS INVESTOR SERVICES INC

Leadership

1 roles identified
CCODebora M. Covell

Advisory services offered

5 types reported
Portfolio management for businesses
Portfolio management for individuals and small businesses
Portfolio management for investment companies

Fee models offered

1 types reported
Asset based fees

Offices & Contact

Primary office

WYOMISSING, Pennsylvania, United States

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Primary office regionOther reported regions

Shading shows states and countries with reported offices. Cities are listed below; shading does not indicate service coverage.

Pennsylvania

WYOMISSINGPrimary office

1 office records listed · 1 total offices reported. Counts can use different reporting dates. SEC filers may list only their largest 25 additional offices.

Contact and digital presence

ADV profile links

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.3Bas of September 9, 2026
Discretionary100.0%
$1.3B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Client Coverage Demographics

Top client segmentHNWI represent 55.4% of total clients.
Top client categories% of clientsClients
1
HNWI
55.4%
367
2
Individuals
33.8%
224
3
Charitable
4.2%
28
4
Corporations
2.1%
14
5
Government
1.7%
11

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$1.3B
Total Accounts662
10Y AUM Change+$562M (+78.1%)

Private Funds

Private funds reported by Connors Investor Services Inc.

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Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees10
Clients per Employee66:1
10Y Employee Change-1 (-9.1%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.


Ownership

Reported direct and indirect ownership ranges

Each range applies to a separate reported relationship and should not be added together.

Reported ownership ranges

Highlighted bands show the percentage range reported in Form ADV.

0%25%50%75%100%
PETER JAMES CONNORSDirect owner · Schedule AInterest in CONNORS INVESTOR SERVICES INC
50% to < 75%
MARLIN MILLERDirect owner · Schedule AInterest in CONNORS INVESTOR SERVICES INC
10% to < 25%
RONALD HARRY SEHERDirect owner · Schedule AInterest in CONNORS INVESTOR SERVICES INC
5% to < 10%
ROBERT CHARLES LEAYMANDirect owner · Schedule AInterest in CONNORS INVESTOR SERVICES INC
< 5%
CONNORS, JAMES M. IRREVOCABLE TRUSTDirect owner · Schedule AInterest in CONNORS INVESTOR SERVICES INC
< 5%
CONNORS, ANNA M. REVOCABLE TRUSTDirect owner · Schedule AInterest in CONNORS INVESTOR SERVICES INC
< 5%
Jan Connors DagenhartDirect owner · Schedule AInterest in CONNORS INVESTOR SERVICES INC
< 5%

Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Connors Investor Services Inc..

No indirect ownership information reported in the source’s Schedule B.

Reported ownership and control details

Form ADV · Filing date 2026-09-09 · Schedules A and B

19 entries
#Owner / person & roleInterest in entityReported interestControl personTitle / status acquiredSource
1MARLIN MILLERDIRECTORIndividualCONNORS INVESTOR SERVICES INC10% to less than 25%Code BYesDIRECTOR11/1969Schedule APDF page 60
2RONALD HARRY SEHERSHAREHOLDERIndividualCONNORS INVESTOR SERVICES INC5% to less than 10%Code ANoSHAREHOLDER04/2001Schedule APDF page 60
3ROBERT CHARLES LEAYMANSHAREHOLDERIndividualCONNORS INVESTOR SERVICES INCLess than 5%Code NANoSHAREHOLDER12/2018Schedule APDF page 60
4PETER JAMES CONNORSPRESIDENT, DIRECTOR, TREASURER, TRUSTEEIndividualCONNORS INVESTOR SERVICES INC50% to less than 75%Code DYesPRESIDENT, DIRECTOR, TREASURER, TRUSTEE04/2001Schedule APDF page 60
5STEVEN SILVERMANSENIOR VICE PRESIDENTIndividualCONNORS INVESTOR SERVICES INCLess than 5%Code NAYesSENIOR VICE PRESIDENT01/2003Schedule APDF page 60
6ROBERT JOHN CAGLIOLAVICE PRESIDENTIndividualCONNORS INVESTOR SERVICES INCLess than 5%Code NAYesVICE PRESIDENT04/2002Schedule APDF page 60
7BRIAN GARY MCCOYVICE PRESIDENTIndividualCONNORS INVESTOR SERVICES INCLess than 5%Code NAYesVICE PRESIDENT03/2003Schedule APDF page 60
8STEVEN EARL POTTIEGERVICE PRESIDENTIndividualCONNORS INVESTOR SERVICES INCLess than 5%Code NAYesVICE PRESIDENT05/2005Schedule APDF page 60
9RUSSELL JAY FULLERDIRECTORIndividualCONNORS INVESTOR SERVICES INCLess than 5%Code NAYesDIRECTOR03/2012Schedule APDF page 60
10THOMAS RAYMOND PLATTVICE PRESIDENTIndividualCONNORS INVESTOR SERVICES INCLess than 5%Code NANoVICE PRESIDENT11/2013Schedule APDF page 60
11PAUL G OXHOLMDIRECTORIndividualCONNORS INVESTOR SERVICES INCLess than 5%Code NAYesDIRECTOR08/2014Schedule APDF page 60
12Kevin Francis CrawfordDIRECTORIndividualCONNORS INVESTOR SERVICES INCLess than 5%Code NAYesDIRECTOR07/2015Schedule APDF page 61
13DEBORA M COVELLVICE PRESIDENT/CHIEF COMPLIANCE OFFICERIndividualCONNORS INVESTOR SERVICES INCLess than 5%Code NAYesVICE PRESIDENT/CHIEF COMPLIANCE OFFICER10/2017Schedule APDF page 61
14ROBERT W HAHNVICE PRESIDENTIndividualCONNORS INVESTOR SERVICES INCLess than 5%Code NAYesVICE PRESIDENT09/2017Schedule APDF page 61
15CONNORS, JAMES M. IRREVOCABLE TRUSTSHAREHOLDER ANNA M. CONNORS TRUSTEE TO JAMES M. CONNORS IRREVOCABLE TRUSTDomestic entityCONNORS INVESTOR SERVICES INCLess than 5%Code NAYesSHAREHOLDER ANNA M. CONNORS TRUSTEE TO JAMES M. CONNORS IRREVOCABLE TRUST01/2020Schedule APDF page 61
16CONNORS, ANNA M. REVOCABLE TRUSTSHAREHOLDER ANNA M. CONNORS TRUSTEE TO ANNA M. CONNORS REVOCABLE TRUSTDomestic entityCONNORS INVESTOR SERVICES INCLess than 5%Code NAYesSHAREHOLDER ANNA M. CONNORS TRUSTEE TO ANNA M. CONNORS REVOCABLE TRUST01/2020Schedule APDF page 61
17Jan Connors DagenhartTRUSTEEIndividualCONNORS INVESTOR SERVICES INCLess than 5%Code NAYesTRUSTEE01/2020Schedule APDF page 61
18RYAN F MCCALLUMVICE PRESIDENTIndividualCONNORS INVESTOR SERVICES INCLess than 5%Code NAYesVICE PRESIDENT02/2022Schedule APDF page 61
19JONI S. NAUGLEDIRECTORIndividualCONNORS INVESTOR SERVICES INCLess than 5%Code NAYesDIRECTOR03/2026Schedule APDF page 61

Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.

Compliance & Disclosures

Filing dated 9/9/2026 5:29:27 PM

Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.

RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No

In the past ten years, have you or any advisory affiliate:

  • A1Been convicted of or pleaded guilty or no contest to a felony?No
  • A2Been charged with a felony?No
BMisdemeanors2 No

In the past ten years, have you or any advisory affiliate:

  • B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
  • B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No

Has the SEC or CFTC ever:

  • C1Found you or an advisory affiliate made a false statement or omission?No
  • C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
  • C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No

Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:

  • D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
  • D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
  • D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No

Has a self-regulatory organization or commodities exchange ever:

  • E1Found you or an advisory affiliate made a false statement or omission?No
  • E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
  • E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
  • FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
  • GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No

(1) Court actions

Has a domestic or foreign court:

  • H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
  • H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
  • H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No

(2) Pending civil proceedings

  • H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.