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CONSERVEST CAPITAL ADVISORS INC
CRD 111353File 801-44462
APPROVED
Retail clients
Custody
Filing as of Mar 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.92B
Top 25% of cohort (national)
Discretionary AUM
$1.92B
Clients
303
303 accounts
Employees
7
Above cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jul 30, 1993
- Principal office
- 257 E. LANCASTER AVENUE, SUITE 205, WYNNEWOOD, PA, 19096
- Phone
- 610-642-9588
- Website
- HTTP://CONSERVEST.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.92B
- Discretionary AUM
- $1.92B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 303
- Non-discretionary accounts
- 0
- Total accounts
- 303
- AUM per client
- $6.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 7 | $12.9M |
| Charitable organizations | 14 | $8.2M |
| High net worth individuals | 204 | $1.86B |
| Pension and profit sharing plans | 4 | $10.9M |
| Individuals (other than high net worth individuals) | 74 | $30.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 6 | 7 | increased by1 |
| Apr 1, 2026 | Clients | 298 | 303 | increased by5 |
| Apr 1, 2026 | AUM | $1,724,888,131 | $1,924,651,036 | increased by$199,762,905 |
| Apr 1, 2026 | Accounts | 298 | 303 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 7 | 6 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 257 | 298 | increased by41 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,589,039,759 | $1,724,888,131 | increased by$135,848,372 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 257 | 298 | increased by41 |
| Apr 1, 2022 | Clients | 233 | 257 | increased by24 |
| Apr 1, 2022 | AUM | $1,414,590,407 | $1,589,039,759 | increased by$174,449,352 |
| Apr 1, 2022 | Accounts | 233 | 257 | increased by24 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CONSERVEST CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CONSERVEST CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.