Conway Capital Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Burbank, CA. Its latest Form ADV filing, dated March 20, 2026, reports $232M in regulatory assets under management, 1 employee, 1 office, and 157 accounts.
Assets Under Management
$232M
Employees
1
Offices
1 office
Total Clients
68
Primary office
BURBANK, CA
3500 W. OLIVE AVENUE, SUITE 300, BURBANK, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 61.8% of total clients.
Top client categories% of clientsClients
1
HNWI
61.8%
42
2
Individuals
38.2%
26
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$232Mas of March 20, 2026
Discretionary98.2%
$228M
98% of total RAUM98.2%
Non-discretionary1.8%
$4M
2% of total RAUM1.8%
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$232M
Total Accounts157
10Y AUM Change+$66M (+39.7%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee68:1
10Y Employee Change0 (0.0%)
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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.
This firm has a multi year gap in available SEC ADV filing history between 2012 and 2022. Charts show the most recent available filing segment under this CRD.
* 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.