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CONESTOGA CAPITAL ADVISORS, LLC
CRD 111750File 801-60133
APPROVED
Retail clients
Filing as of Mar 9, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$6.94B
Top 25% of cohort (national)
Discretionary AUM
$6.37B
Non-discretionary $563.6M
Clients
226
233 accounts
Employees
18
Top 25% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Apr 18, 2001
- Principal office
- CROSSPOINT AT VALLEY FORGE, 550 E. SWEDESFORD RD. SUITE 120, WAYNE, PA, 19087
- Phone
- 484-654-1380
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $6.94B
- Discretionary AUM
- $6.37B
- Non-discretionary AUM
- $563.6M
- Discretionary accounts
- 226
- Non-discretionary accounts
- 7
- Total accounts
- 233
- AUM per client
- $30.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $10.1M |
| Investment companies | 6 | $3.89B |
| Charitable organizations | 22 | $489.9M |
| High net worth individuals | 137 | $465.8M |
| Pooled investment vehicles | 3 | $794.6M |
| Pension and profit sharing plans | 10 | $430.8M |
| State or municipal government entities | 9 | $284.9M |
| Individuals (other than high net worth individuals) | 38 | $9.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- 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
- No
- 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 17, 2026 | Clients | 233 | 226 |
| 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.