Conquis Financial LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Millbrae, CA. Its latest Form ADV filing, dated April 23, 2026, reports $280M in regulatory assets under management, 2 employees, and 234 accounts.
Assets Under Management
$280M
Employees
2
Offices
--
Total Clients
50
Primary office
MILLBRAE, CA
1 LA CRUZ AVENUE, SUITE 202, MILLBRAE, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 80.0% of total clients.
Top client categories% of clientsClients
1
HNWI
80.0%
40
2
Individuals
20.0%
10
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$280Mas of April 23, 2026
Discretionary100.0%
$280M
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$280M
Total Accounts234
10Y AUM Change+$280M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee25:1
10Y Employee Change-1 (-33.3%)
* 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.