{
  "crd_number": 154659,
  "slug": "conway-investment-solutions-saint-louis-mo-154659",
  "primary_business_name": "CONWAY INVESTMENT SOLUTIONS",
  "legal_name": "CONWAY INVESTMENT RESEARCH, LLC",
  "dbas": [],
  "city": "Saint Louis",
  "state": "MO",
  "country": "United States",
  "cbsa_code": "41180",
  "metro": {
    "cbsa_code": "41180",
    "common_name": "St. Louis",
    "msa_name": "St. Louis, MO-IL",
    "path": "/advisors/mo/st-louis"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2017-04-10",
  "years_registered": 9,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 1670210037.0,
  "raum_discretionary": 100733432.0,
  "raum_non_discretionary": 1569476605.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 20,
  "advisory_employees": 11,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 139962647.0,
      "count": null,
      "fewer_than_5": true
    },
    "pooled_investment_vehicles": {
      "raum": 1530247390.0,
      "count": 11
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "periodicals_newsletters",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "MO"
  ],
  "websites": [
    "https://conwayis.com",
    "https://linkedin.com/company/conway-investment-solutions"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/154659",
  "city_as_filed": "SAINT LOUIS",
  "url": "https://advisorcensus.com/firm/conway-investment-solutions-saint-louis-mo-154659",
  "display_name": "Conway Investment Solutions",
  "summary": "Conway Investment Solutions is an SEC-registered investment advisory firm in Saint Louis, MO, registered since 2017, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.",
  "citation": "AdvisorCensus. Conway Investment Solutions (CRD 154659): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)",
    "Publication of periodicals or newsletters"
  ],
  "quick_answers": [
    {
      "q": "How is Conway Investment Solutions compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Conway Investment Solutions reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Conway Investment Solutions located?",
      "a": "Conway Investment Solutions' principal office is in Saint Louis, MO, according to its Form ADV."
    },
    {
      "q": "Is Conway Investment Solutions registered with the SEC or a state?",
      "a": "Conway Investment Solutions is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 154659."
    },
    {
      "q": "How much does Conway Investment Solutions manage?",
      "a": "Conway Investment Solutions reports $1,670,210,037 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (6% discretionary)."
    },
    {
      "q": "How have Conway Investment Solutions' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Conway Investment Solutions: Regulatory assets under management: $673,356,781 in the October 2021 data and $1,670,210,037 in the October 2026 data, up 148%. Total employees: 16 in October 2021 and 20 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Conway Investment Solutions serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (11)."
    },
    {
      "q": "Which custodians does Conway Investment Solutions use?",
      "a": "Conway Investment Solutions' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Conway Investment Solutions report any disciplinary disclosures?",
      "a": "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/154659"
    },
    {
      "q": "What changed in Conway Investment Solutions' recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $1,294,268,725 to $1,670,210,037 (+29%). Employees performing advisory functions went from 13 to 11."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 673356781.0,
      "total_employees": 16,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 822483194.0,
      "total_employees": 18,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 879122000.0,
      "total_employees": 20,
      "filing_date": "2023-03-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1003247559.0,
      "total_employees": 19,
      "filing_date": "2024-07-02"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1294268725.0,
      "total_employees": 20,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1670210037.0,
      "total_employees": 20,
      "filing_date": "2026-03-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $1,294,268,725 to $1,670,210,037 (+29%).",
        "Employees performing advisory functions went from 13 to 11."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/conway-investment-solutions-saint-louis-mo-154659.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 11,
      "fewer_than_5": false,
      "raum": 1530247390.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 139962647.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/154659",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}