HARRISBURG, PACRD 123560Latest ADV September 25, 2025
Conrad Siegel Investment Advisors is an SEC registered investment adviser organized as a corporation with a primary office location in Harrisburg, PA. Its latest Form ADV filing, dated September 25, 2025, reports $10.1B in regulatory assets under management, 23 employees, 2 offices, and 1,085 accounts.
Assets Under Management
$10.1B
Employees
23
Offices
2 offices
Total Clients
516
Primary office
HARRISBURG, PA
501 CORPORATE CIRCLE, HARRISBURG, PA, United States
Top client segmentIndividuals represent 40.1% of total clients.
Top client categories% of clientsClients
1
Individuals
40.1%
207
2
HNWI
29.3%
151
3
Pension Plans
15.7%
81
4
Government
10.9%
56
5
Charitable
3.1%
16
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Insurance companies<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$10.1Bas of September 25, 2025
Discretionary34.0%
$3.4B
34% of total RAUM34.0%
Non-discretionary66.0%
$6.7B
66% of total RAUM66.0%
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.
Latest AUM$10.1B
Total Accounts1,085
10Y AUM Change+$7.1B (+235.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees23
Clients per Employee22:1
10Y Employee Change-1 (-4.2%)
* 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.