Conley Capital Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Conley Capital Group provides financial planning and asset-allocation advice to individuals, trusts, and estates and makes recommendations across a broad range of investments including equities, corporate and government debt, mutual funds, variable annuities, insurance products, and occasionally direct participatory investments such as non‑traded REITs and limited partnerships. The firm’s brochure discloses that it does not maintain discretionary or non‑discretionary client assets and may refer clients to third‑party money managers for implementation.
The firm relies on fundamental, technical, and macroeconomic analysis and uses both long‑term and short‑term trading strategies, margin transactions, and third‑party manager referrals; clients may impose investment restrictions and reviews are performed on an as‑needed basis. Compensation is structured primarily through commissions, with the firm also offering hourly and fixed‑fee engagements, and the brochure notes commissions represent the majority of its revenue rather than percentage‑of‑assets fees.
Distinctive operational features disclosed in the brochure include an associated registered representative arrangement with a broker‑dealer and contractual relationships with insurance companies, which permit selling securities and insurance products for commission and receiving 12b‑1 or trail fees. The firm also discloses that it may receive solicitor/referral fees when directing clients to other advisers and that principals may have financial interests in recommended investments; it does not accept custody or voting authority over client securities.
Client services
Expertise
Fee options
Fixed fees are offered but specific amounts not stated.
Charges reasonable and customary commissions; commissions may be negotiable; receives 12B-1 trail compensation from mutual funds or insurance products.
Advisory services charged at $250.00 per hour; administrative fees at $90.00 per hour; fees negotiable.
Fee-only: Hourly advisory services at $250.00 per hour; administrative fees at $90.00 per hour; fees negotiable on individual basis.
Main office
1600 Valley River Dr, Ste. 385
Eugene OR 97401
Advisors at this office
1
Most active in
Oregon
Also doing business as
Conley Capital Group · The Conley Capital Group Incorporated
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)