# 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.

- CRD: 111353
- Filed as: CONSERVEST CAPITAL ADVISORS INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Wynnewood, PA
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/111353
- AdvisorCensus page: https://advisorcensus.com/firm/conservest-capital-advisors-inc-wynnewood-pa-111353

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 26, 2026)

- 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

> 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

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- National Financial Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,924,651,036
- Discretionary: $1,924,651,036
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 74 | $30,273,934 |
| High net worth individuals | 204 | $1,862,383,526 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 4 | $10,887,899 |
| Charitable organizations | 14 | $8,231,966 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 7 | $12,873,711 |

### 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

### Firm details
- Registered since: 1993 (33 years)
- Employees: 7 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CT, DE, FL, MA, NC, NJ, NY, PA, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [conservest.com](https://conservest.com)
- [podcasts.apple.com/us/podcast/cca-podcasts/id1724993124](https://podcasts.apple.com/us/podcast/cca-podcasts/id1724993124)
- LinkedIn @conservest-capital-advisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,414,590,407 | 7 | March 8, 2021 |
| October 2022 | $1,589,039,759 | 7 | March 23, 2022 |
| October 2023 | $1,515,917,961 | 6 | March 29, 2023 |
| October 2024 | $1,696,549,903 | 6 | March 27, 2024 |
| October 2025 | $1,724,888,131 | 6 | March 26, 2025 |
| October 2026 | $1,924,651,036 | 7 | March 26, 2026 |

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.

## 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Conservest Capital Advisors Inc (CRD 111353): Form ADV filing data as of October 2026.