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CONWAY INVESTMENT SOLUTIONS
Legal name: CONWAY INVESTMENT RESEARCH, LLC
CRD 154659File 801-110312
APPROVED
Custody
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.67B
Top 25% of cohort (national)
Discretionary AUM
$100.7M
Non-discretionary $1.57B
Clients
11
14 accounts
Employees
20
Top 25% of cohort in MO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 10, 2017
- Principal office
- 165 NORTH MERAMEC, SUITE 210, SAINT LOUIS, MO, 63105
- Phone
- 314-721-9696
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.67B
- Discretionary AUM
- $100.7M
- Non-discretionary AUM
- $1.57B
- Discretionary accounts
- 2
- Non-discretionary accounts
- 12
- Total accounts
- 14
- AUM per client
- $151.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $140.0M |
| Pooled investment vehicles | 11 | $1.53B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Publications
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
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.