# Conaghan Financial Services

> Conaghan Financial Services is a state-registered investment advisory firm, registered since 2014, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 28, 2026.

- CRD: 171531
- Filed as: CONAGHAN FINANCIAL SERVICES
- Legal name: Conaghan, Alexander Christopher
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: March 28, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/171531
- AdvisorCensus page: https://advisorcensus.com/firm/conaghan-financial-services-171531

## Quick answers

**How is Conaghan Financial Services compensated?**
On its Form ADV (Item 5.E, October 2026), Conaghan Financial Services reports these compensation arrangements: other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Conaghan Financial Services registered with the SEC or a state?**
Conaghan Financial Services is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 171531.

**How much does Conaghan Financial Services manage?**
Conaghan Financial Services reports $263,196 in regulatory assets under management in its Form ADV filing dated March 28, 2026 (100% discretionary).

**What types of clients does Conaghan Financial Services serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1).

**Does Conaghan Financial Services report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/171531

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $263,196
- Discretionary: $263,196
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1 | $263,196 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2014 (12 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Conaghan Financial Services (CRD 171531): Form ADV filing data as of October 2026.