SAINT LOUIS, MOCRD 154659Latest ADV March 30, 2026
Conway Investment Solutions is an SEC registered investment adviser organized as a limited liability company with a primary office location in Saint Louis, MO. Its latest Form ADV filing, dated March 30, 2026, reports $1.7B in regulatory assets under management, 20 employees, and 14 accounts.
Assets Under Management
$1.7B
Employees
20
Offices
--
Total Clients
11
Primary office
SAINT LOUIS, MO
165 NORTH MERAMEC, SUITE 210, SAINT LOUIS, MO, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
11
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.7Bas of March 30, 2026
Discretionary6.0%
$101M
6% of total RAUM6.0%
Non-discretionary94.0%
$1.6B
94% of total RAUM94.0%
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$1.7B
Total Accounts14
10Y AUM Change+$1.1B (+219.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees20
Clients per Employee1:1
10Y Employee Change+9 (+81.8%)
* 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.