Conrad Capital Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Hauppauge, NY. Its latest Form ADV filing, dated March 23, 2026, reports $91M in regulatory assets under management, 3 employees, and 502 accounts.
Assets Under Management
$91M
Employees
3
Offices
--
Total Clients
132
Primary office
HAUPPAUGE, NY
1300 VETERANS MEMORIAL HWY, SUITE 230, HAUPPAUGE, NY, United States
Top client segmentIndividuals represent 84.8% of total clients.
Top client categories% of clientsClients
1
Individuals
84.8%
112
2
HNWI
15.2%
20
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$91Mas of May 19, 2026
Discretionary83.1%
$75M
83% of total RAUM83.1%
Non-discretionary16.9%
$15M
17% of total RAUM16.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$91M
Total Accounts502
10Y AUM Change+$20M (+28.1%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee44:1
10Y Employee Change-2 (-40.0%)
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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.
* 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.