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CONRAD SIEGEL INVESTMENT ADVISORS
Legal name: CONRAD SIEGEL INVESTMENT ADVISORS, INC.
CRD 123560File 801-62505
APPROVED
Retail clients
Filing as of Sep 25, 2025
Feed vintage Aug 17, 2026
Regulatory AUM
$10.12B
Top 10% of cohort (national)
Discretionary AUM
$3.44B
Non-discretionary $6.68B
Clients
516
1,085 accounts
Employees
23
Top 10% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Nov 14, 2003
- Principal office
- 501 CORPORATE CIRCLE, HARRISBURG, PA, 17110
- Phone
- (717) 652-5633
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $10.12B
- Discretionary AUM
- $3.44B
- Non-discretionary AUM
- $6.68B
- Discretionary accounts
- 1,030
- Non-discretionary accounts
- 55
- Total accounts
- 1,085
- AUM per client
- $19.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $58.7M |
| Insurance companies | Fewer than 5 | $44.0M |
| Charitable organizations | 16 | $295.5M |
| High net worth individuals | 151 | $647.0M |
| Pension and profit sharing plans | 81 | $8.46B |
| State or municipal government entities | 56 | $459.2M |
| Individuals (other than high net worth individuals) | 207 | $158.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other 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
- 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 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.