C
Conservative Equity Investment Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$5,589,671
Clients
7
43% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
7
LowAverage account size
$798,524
About
Conservative Equity Investment Advisors (registered as Mycroft Research, LLC) provides discretionary portfolio management and prepares individualized Investment Policy Statements for individuals, high-net-worth individuals, and family trusts. The firm concentrates its advisory services on publicly traded equity securities and, as reported, managed about $5.59 million across seven client accounts and is not accepting new investment supervisory clients.
The firm's investment process blends fundamental, qualitative, and quantitative analysis and uses a proprietary "Friedrich Algorithm Database" to identify stock investments, typically for long‑term positions though short‑term trading may be used when appropriate. Accounts are managed under written discretionary authority within each client’s Investment Policy Statement, with weekly reviews and custody at established broker‑dealers.
Notable distinctions include the firm’s narrow, equity‑only mandate and algorithmic selection tool operated at a very small scale—a single registered advisor serving a handful of clients—which differs from many peer independents that offer broader mandates or larger client rosters. The principal also engages in outside activities (contributing investment commentary to Seeking Alpha and investing firm profits in rental real estate), and the firm documents personal trading and enforces a five‑day trade blackout around non‑mutual fund/ETF trades to address potential conflicts.
Client services
Portfolio management
Expertise
Active portfolio management
Concentrated stock management
Fee options
A select few clients are charged a fixed fee; specific amounts are negotiable and outlined in the Investment Advisory Contract
1% annually
Account minimum: $100,000 (may be waived)
Main office location
Conservative Equity Investment Advisors
Gloversville NY, United States
Number of offices
1
Most active in
Conservative Equity Investment Advisors has reported serving >5 clients in these states in the last 12 months.
New York · Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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