CHESTERFIELD, MOCRD 117608Latest ADV January 30, 2026
Conway Financial Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Chesterfield, MO. Its latest Form ADV filing, dated January 30, 2026, reports $178M in regulatory assets under management, 3 employees, and 259 accounts.
Assets Under Management
$178M
Employees
3
Offices
--
Total Clients
84
Primary office
CHESTERFIELD, MO
390 SOUTH WOODS MILL ROAD, SUITE 175, CHESTERFIELD, MO, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 61.9% of total clients.
Top client categories% of clientsClients
1
HNWI
61.9%
52
2
Individuals
38.1%
32
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$178Mas of January 30, 2026
Discretionary100.0%
$178M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$178M
Total Accounts259
10Y AUM Change+$73M (+69.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee28:1
10Y Employee Change0 (0.0%)
* 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.