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CONRAD CAPITAL MANAGEMENT, INC.
CRD 113648File 801-60622
APPROVED
Retail clients
Custody
Filing as of May 19, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$90.7M
Bottom 25% of cohort (national)
Discretionary AUM
$75.3M
Non-discretionary $15.4M
Clients
132
502 accounts
Employees
3
Bottom 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Oct 16, 2001
- Principal office
- 1300 VETERANS MEMORIAL HWY, SUITE 230, HAUPPAUGE, NY, 11788
- Phone
- 631-439-7878
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $90.7M
- Discretionary AUM
- $75.3M
- Non-discretionary AUM
- $15.4M
- Discretionary accounts
- 359
- Non-discretionary accounts
- 143
- Total accounts
- 502
- AUM per client
- $687K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 20 | $51.7M |
| Individuals (other than high net worth individuals) | 112 | $38.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- 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.