Conrad A. May, CPA, P.C.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$92,908,000
Clients
8
Advisors
1
of 1 employees
About
Conrad A. May, CPA, P.C. provides investment advisory and portfolio management services primarily to individual clients and also to corporate and business clients, together with related financial planning. The firm is organized as a CPA practice and discloses offering advisory services alongside its accounting and tax work.
The brochure indicates the firm generally operates on a non-discretionary basis, with the advisor providing recommendations while clients or their authorized representatives retain final trading authority (see Item 16). Investment advice and planning are delivered in the context of the firm’s accounting relationship, as described under Other Financial Industry Activities and Affiliations (Item 10).
Noteworthy distinctions relative to peers include the firm’s CPA affiliation and explicit servicing of corporate/business clients, both of which are uncommon among independent solo-advisor practices. The firm also reports it does not use percentage-of-AUM fees and maintains a small, concentrated client roster, which may influence how services are structured and implemented.
Client services
Fee options
Fixed fees (amounts not specified in brochure)
Main office
Mt. Prospect IL
Advisors at this office
1
Most active in
Illinois
Also doing business as
Conrad A May, Cpa, Pc · Conrad A. May, Cpa, P.C.
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not 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.
-
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.
-
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”)