This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-14-2022
- Office Locations
- 1
Office Locations
About Conquis Financial LLC
Conquis Financial is an SEC-registered RIA focused on holistic financial planning and wealth management, emphasizing a disciplined, long-term planning methodology that helps clients navigate emotional decisions. The firm provides full-service guidance across career and retirement, with a high advisor-to-client ratio and selective client focus. Portfolios are built around asset allocation using public funds, including mutual funds and ETFs, and custody with Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
KATHERINE ANN SIMMONDS
Chief Executive Officer, President
- CRD
- #2120022
- Ownership
- 75% or more
Jacob David Levy
Founder
- CRD
- #7509041
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $279,971,014 | $1,196,457 |
| Non-Discretionary | $0 | -- |
| Total | $279,971,014 | $1,196,457 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing