# Conway Partners

> Conway Partners is an SEC-registered investment advisory firm in Incline Village, NV, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 10, 2026.

- CRD: 319013
- Filed as: CONWAY PARTNERS
- Legal name: Conway Partners Management, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Incline Village, NV
- Filing period: October 2026
- Form ADV filing dated: March 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/319013
- AdvisorCensus page: https://advisorcensus.com/firm/conway-partners-incline-village-nv-319013

## Quick answers

**How is Conway Partners compensated?**
On its Form ADV (Item 5.E, October 2026), Conway Partners reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Conway Partners located?**
Conway Partners' principal office is in Incline Village, NV, according to its Form ADV.

**Is Conway Partners registered with the SEC or a state?**
Conway Partners is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 319013.

**How much does Conway Partners manage?**
Conway Partners reports $166,336,616 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (97% discretionary).

**How have Conway Partners' assets and staff changed since 2022?**
In the Form ADV data for Conway Partners: Regulatory assets under management: $43,342,157 in the October 2022 data and $166,336,616 in the October 2026 data, up 284%. Total employees: 3 in October 2022 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Conway Partners serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (70); individuals (other than high net worth individuals) (11).

**Which custodians does Conway Partners use?**
Conway Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab as a custodian holding 10% or more of its separately managed account assets.

**Does Conway Partners 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/319013

**Does Conway Partners state an account minimum?**
Its Form ADV Part 2A brochure dated March 10, 2026 says: "We do not have a minimum account size requirement to open or maintain an account."

**What changed in Conway Partners' recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $124,187,036 to $166,336,616 (+34%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 10, 2026)

- Account minimum: None

> We do not have a minimum account size requirement to open or maintain 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

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: $166,336,616
- Discretionary: $160,609,138
- Non-discretionary: $5,727,478

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 11 | $3,572,875 |
| High net worth individuals | 70 | $138,598,630 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $4,001,626 |
| Insurance companies | Fewer than 5 | $4,790,164 |
| Corporations or other businesses not listed above | Fewer than 5 | $15,373,321 |

### 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
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, HI, NV, NY, OR, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- conwaypartners.com
- LinkedIn @conwaypartners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $43,342,157 | 3 | August 9, 2022 |
| October 2023 | $63,947,025 | 3 | March 3, 2023 |
| October 2024 | $84,221,315 | 3 | March 19, 2024 |
| October 2025 | $124,187,036 | 3 | March 26, 2025 |
| October 2026 | $166,336,616 | 2 | March 10, 2026 |

Regulatory assets under management: $43,342,157 in the October 2022 data and $166,336,616 in the October 2026 data, up 284%.
Total employees: 3 in October 2022 and 2 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $124,187,036 to $166,336,616 (+34%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Conway Partners (CRD 319013): Form ADV filing data as of October 2026.