AdvisorCensus / Financial advisors / Pennsylvania / Philadelphia / Conservest Capital Advisors Inc
Conservest Capital Advisors Inc is an SEC-registered investment advisory firm in Wynnewood, PA, registered since 1993, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 26, 2026.
Quick answers
From the filingHow is Conservest Capital Advisors Inc compensated?
On its Form ADV (Item 5.E, October 2026), Conservest Capital Advisors Inc reports these compensation arrangements: a percentage of assets under its management.
How much does Conservest Capital Advisors Inc charge?
Its Form ADV Part 2A brochure dated March 26, 2026 states: Up to $2,000,000: 1% a year; $2,000,000 to $7,000,000: 0.5% a year; $7,000,000 to $107,000,000: 0.45% a year; Above $107,000,000: see the brochure. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Conservest Capital Advisors Inc located?
Conservest Capital Advisors Inc's principal office is in Wynnewood, PA, according to its Form ADV.
Is Conservest Capital Advisors Inc registered with the SEC or a state?
Conservest Capital Advisors Inc is an SEC-registered investment advisory firm, registered since 1993. Status as filed: Approved. CRD 111353.
How much does Conservest Capital Advisors Inc manage?
Conservest Capital Advisors Inc reports $1,924,651,036 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).
How have Conservest Capital Advisors Inc's assets and staff changed since 2021?
In the Form ADV data for Conservest Capital Advisors Inc: Regulatory assets under management: $1,414,590,407 in the October 2021 data and $1,924,651,036 in the October 2026 data, up 36%. Total employees: 7 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Conservest Capital Advisors Inc serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (204); individuals (other than high net worth individuals) (74); charitable organizations (14).
Which custodians does Conservest Capital Advisors Inc use?
Conservest Capital Advisors Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets.
Does Conservest Capital Advisors Inc report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/111353
What changed in Conservest Capital Advisors Inc's recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 6 to 7. Regulatory assets under management went from $1,724,888,131 to $1,924,651,036 (+12%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $2,000,000 | 1% |
| $2,000,000 to $7,000,000 | 0.5% |
| $7,000,000 to $107,000,000 | 0.45% |
| Above $107,000,000 | See the brochure |
The brochure's wording
Our investment management fee structure is outlined below . Please note that the fees outlined represent fee guidelines, and we reserve, at our sole discretion, the right to negotiate fees with existing or prospective clients.
$0 - $2,000,000 1.00%
Next $5,000,000 0.50%
Next $100,000,000 0.45%
Minimum annual fee: $20,000
The brochure's wording
We charge a $20,000 minimum annual fee, but do not impose a minimum value of assets under management for opening or maintaining an account.
As stated in the firm's Form ADV Part 2A brochure dated March 26, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$1,924,651,036 as of October 2026, filing dated March 26, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 1993 (33 years)
- Employees
- Total: 7. Performing investment advisory functions: 7.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
11 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $1,924,651,036 | 7 | March 26, 2026 |
| October 2025 | $1,724,888,131 | 6 | March 26, 2025 |
| October 2024 | $1,696,549,903 | 6 | March 27, 2024 |
| October 2023 | $1,515,917,961 | 6 | March 29, 2023 |
| October 2022 | $1,589,039,759 | 7 | March 23, 2022 |
| October 2021 | $1,414,590,407 | 7 | March 8, 2021 |
Regulatory assets under management: $1,414,590,407 in the October 2021 data and $1,924,651,036 in the October 2026 data, up 36%.
Total employees: 7 in October 2021 and 7 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Employees performing advisory functions went from 6 to 7.
- Regulatory assets under management went from $1,724,888,131 to $1,924,651,036 (+12%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Conservest Capital Advisors Inc (CRD 111353): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/conservest-capital-advisors-inc-wynnewood-pa-111353