Conway Capital Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Conway Capital Management provides investment management to high-net-worth individuals, associated trusts, pension and profit-sharing plans, and other legal entities, serving roughly 68 clients. Services are offered on both discretionary and non-discretionary bases and generally include portfolio management across equities, fixed income, ETFs, mutual funds and, on occasion, private or closed-end fund investments.
The firm follows a fundamental, long-term investment approach—typically holding positions for three years or more—while tailoring portfolios to each client’s objectives, risk tolerance and tax considerations. Conway conducts internal research supplemented by third-party research and may incorporate outside private funds or separate-account vehicles when appropriate.
Distinctively, the firm manages about $232 million in client assets, producing an unusually high asset-to-advisor ratio relative to peers, and it maintains a $10 million minimum for new accounts. Operational features that stand out include a longstanding institutional custody relationship that supplies trading and back-office services, the use of fair-valuation procedures for illiquid investments, and a formal policy to review and rebate material valuation-related overcharges.
Client services
Expertise
Fee options
Flat fee arrangements may be negotiated based on the nature of the client’s account
$0 - $10,000,000: 1.50% annually $10,000,001 - $25,000,000: 1.00% annually $25,000,001+: Negotiable
Account minimum: $10,000,000
Main office
3500 W. Olive Avenue, Suite 300
Burbank CA 91505
Advisors at this office
1
Most active in
California · Georgia · Massachusetts · Texas
Also doing business as
Conway Capital Management LLC · Conway Capital Management, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
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