# Conway Investment Solutions

> 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.

- CRD: 154659
- Filed as: CONWAY INVESTMENT SOLUTIONS
- Legal name: Conway Investment Research, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Saint Louis, MO
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/154659
- AdvisorCensus page: https://advisorcensus.com/firm/conway-investment-solutions-saint-louis-mo-154659

## Quick answers

**How is Conway Investment Solutions compensated?**
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.

**Where is Conway Investment Solutions located?**
Conway Investment Solutions' principal office is in Saint Louis, MO, according to its Form ADV.

**Is Conway Investment Solutions registered with the SEC or a state?**
Conway Investment Solutions is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 154659.

**How much does Conway Investment Solutions manage?**
Conway Investment Solutions reports $1,670,210,037 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (6% discretionary).

**How have Conway Investment Solutions' assets and staff changed since 2021?**
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.

**What types of clients does Conway Investment Solutions serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (11).

**Which custodians does Conway Investment Solutions use?**
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.

**Does Conway Investment Solutions 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/154659

**What changed in Conway Investment Solutions' recent Form ADV filings?**
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.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

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

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: $1,670,210,037
- Discretionary: $100,733,432
- Non-discretionary: $1,569,476,605

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 11 | $1,530,247,390 |
| Charitable organizations | Fewer than 5 | $139,962,647 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2017 (9 years)
- Employees: 20 total, 11 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- conwayis.com
- LinkedIn @conway-investment-solutions

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $673,356,781 | 16 | March 31, 2021 |
| October 2022 | $822,483,194 | 18 | March 31, 2022 |
| October 2023 | $879,122,000 | 20 | March 30, 2023 |
| October 2024 | $1,003,247,559 | 19 | July 2, 2024 |
| October 2025 | $1,294,268,725 | 20 | March 31, 2025 |
| October 2026 | $1,670,210,037 | 20 | March 30, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Conway Investment Solutions (CRD 154659): Form ADV filing data as of October 2026.