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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 4, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$12.13B
Top 10% of cohort (national)
Discretionary AUM
$4.14B
Non-discretionary $7.99B
Clients
570
1,218 accounts
Employees
29
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
- Website
- HTTPS://WWW.CONRADSIEGEL.CO
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $12.13B
- Discretionary AUM
- $4.14B
- Non-discretionary AUM
- $7.99B
- Discretionary accounts
- 1,159
- Non-discretionary accounts
- 59
- Total accounts
- 1,218
- AUM per client
- $21.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $83.8M |
| Insurance companies | Fewer than 5 | $55.3M |
| Charitable organizations | 18 | $390.9M |
| High net worth individuals | 170 | $773.2M |
| Pension and profit sharing plans | 88 | $10.08B |
| State or municipal government entities | 63 | $563.2M |
| Individuals (other than high net worth individuals) | 225 | $178.0M |
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 | Change |
|---|---|---|---|---|
| Sep 5, 2026 | Employees | 23 | 29 | increased by6 |
| Sep 5, 2026 | Clients | 516 | 570 | increased by54 |
| Sep 5, 2026 | AUM | $10,118,593,493 | $12,129,385,082 | increased by$2,010,791,589 |
| Sep 5, 2026 | Accounts | 1,085 | 1,218 | increased by133 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 497 | 516 | increased by19 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $9,036,304,927 | $10,118,593,493 | increased by$1,082,288,566 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 1,011 | 1,085 | increased by74 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 26 | 23 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 435 | 497 | increased by62 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $6,987,640,642 | $9,036,304,927 | increased by$2,048,664,285 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 873 | 1,011 | increased by138 |
| Oct 1, 2022 | Employees | 25 | 26 | increased by1 |
| Oct 1, 2022 | Clients | 379 | 435 | increased by56 |
| Oct 1, 2022 | AUM | $7,888,019,145 | $6,987,640,642 | decreased by$900,378,503 |
| Oct 1, 2022 | Accounts | 761 | 873 | increased by112 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CONRAD SIEGEL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CONRAD SIEGEL” 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.