Conservest Capital Advisors Inc
● SEC registered since 1993CRD 111353SEC# 801-44462Wynnewood, PA
Reg. AUM
$1.92B
Employees
7
Accounts
303
Location
Wynnewood, PA
Conservest Capital Advisors Inc assets under management
Conservest Capital Advisors Inc is an investment advisory firm registered with the SEC based in Wynnewood, PA. The firm has been registered since 1993. It reports $1.9 billion in regulatory assets under management and employs 7 people.
Conservest Capital Advisors Inc owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bruce Eugene Kardon Control | President | Over 75% | 1993 |
| Christina Francesca Copeland | Principal | Under 5% | 2016 |
| David Jon Lorine | Principal | Under 5% | 2018 |
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Join to unlock · $37/moFrequently asked questions
How much does Conservest Capital Advisors Inc manage?
Conservest Capital Advisors Inc reports $1.9 billion in regulatory assets under management on its Form ADV.
How many employees does Conservest Capital Advisors Inc have?
Conservest Capital Advisors Inc reports 7 employees.
Where is Conservest Capital Advisors Inc located?
Conservest Capital Advisors Inc is based in Wynnewood, PA and has been SEC-registered since 1993.
Does Conservest Capital Advisors Inc disclose fund performance?
Conservest Capital Advisors Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 257 E. Lancaster Avenue, Suite 205, Wynnewood, PA 19096 |
| Phone | 610-642-9588 |
| Fax | 610-642-9599 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.92B▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 23%
Larger than 77% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$1.92Bregulatory AUM
Discretionary $1.92B