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CONSERVEST CAPITAL ADVISORS INC
CRD 111353File 801-44462
APPROVED
Retail clients
Custody
Filing as of Mar 26, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.