Conrad Siegel Investment Advisors, Inc.
● SEC registered since 2003CRD 123560SEC# 801-62505Harrisburg, PA
Reg. AUM
$12.13B
Employees
29
Accounts
1,218
Location
Harrisburg, PA
Conrad Siegel Investment Advisors, Inc. assets under management
Conrad Siegel Investment Advisors, Inc. is an SEC-registered investment adviser based in Harrisburg, PA. The firm has been registered since 2003. It reports $12.1 billion in regulatory assets under management and employs 29 people.
Conrad Siegel Investment Advisors, Inc. owners & executives
22 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Abigail Susan Fortino Control | Director | Under 5% | 2014 |
| Ashley Ann Wise Control | Director | Under 5% | 2020 |
| Catherine Loretta Azeles Control | Director | Under 5% | 2023 |
| Conrad M. Siegel, Inc. Control | Sole Shareholder | Over 75% | 2002 |
| David Preston Lytle Control | Director | Under 5% | 2020 |
| Frank Scott Rhodes Control | Chief Compliance Officer | Under 5% | 2022 |
| Frederick Johns Gard Control | Director | Under 5% | 2024 |
| James Patrick Pyne Control | Director | Under 5% | 2020 |
| Jeffrey Scott Myers Control | Director | Under 5% | 2011 |
| John David Vargo Control | Director | Under 5% | 2007 |
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Join to unlock · $37/moFrequently asked questions
How much does Conrad Siegel Investment Advisors, Inc. manage?
Conrad Siegel Investment Advisors, Inc. reports $12.1 billion in regulatory assets under management on its Form ADV.
How many employees does Conrad Siegel Investment Advisors, Inc. have?
Conrad Siegel Investment Advisors, Inc. reports 29 employees.
Where is Conrad Siegel Investment Advisors, Inc. located?
Conrad Siegel Investment Advisors, Inc. is based in Harrisburg, PA and has been SEC-registered since 2003.
Does Conrad Siegel Investment Advisors, Inc. disclose fund performance?
Conrad Siegel Investment Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 501 Corporate Circle, Harrisburg, PA 17110 |
| Phone | (717) 652-5633 |
| Fax | (717) 540-9106 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1905875 |
| Discloses disciplinary history | No |
Regulatory AUM
$12.13B▲ 20%
Sep '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 7%
Larger than 93% of 16,369 advisers
EmployeesTop 18%
More than 82% of 16,804 advisers
Assets under management
$12.13Bregulatory AUM
Discretionary $4.14BNon-discretionary $7.99B