Conservest Capital Advisors

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Last updated: January 16th, 2020. Data source: SEC filings.

Conservest Capital Advisors, federally registered in 1993, is a Registered Investment Advisor (RIA) in 11 state(s) with a licensed staff of 5 advisors. Conservest Capital Advisors manages $1.1 billion and provides investment advisory services for 230 clients (1:46 advisor/client ratio). This firm does not have a disciplinary history.

Trusted 2019 Trusted Firm


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Firm Information

Feature Value
Rank (United States) Top 1%
Advisors Directory View Directory
Avg Advisor Years Registered 12
Percentage of Advisors Trusted 83%
Minimum Investment $2,000,000
Average Client Balance $4,706,441
Total AUM $1.1 billion
Advisor / Client Ratio 1:46
Headquarters Wynnewood, PA
SEC Filings Forms and Brochures    (CRD # 111353)
State(s) Registered AZ, CA, CT, DE, FL, MA, NJ, NY, NC, PA, VA

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KATHERINE wrote: Are you fee-only for accounts over $2 million?

2 months ago
Response from Jessica H at

Currently, Conservant Capital Advisors are fee-only regardless of asset level.