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Conrad Capital Management, Inc.

Conrad Capital Management, Inc.. CRD 113648

Conrad Capital Management, Inc. logo

CRD: 113648

Conrad Capital Management, Inc.

Hauppauge, NY, 11788
6314397878
conradcapital.com
$90.7M Total AUM
$75.3M Disc. AUM
5.2% 3Y CAGR
3 Employees
132 ADV. Clients
24 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
Vital summit
Established Date
10-16-2001
Office Locations
1

Office Locations

1300 Veterans Memorial HWY Suite 230 Hauppauge NY

About Conrad Capital Management, Inc.

Conrad Capital Management is an independent, fee-based RIA providing fiduciary investment counseling and highly customized portfolio management for families nationwide, including clients with complex financial needs. The firm emphasizes risk management and aligns portfolio risk with client goals rather than using model portfolios, investing across stocks, mutual funds, ETFs, and alternative assets. Client assets are custodied with Charles Schwab. Founded by Donald E. Conrad (36+ years in financial services).

Team overview

-- AVG AGE
$45.3M AVG AUM / ADVISOR
$686.9K AVG AUM / CLIENT
5.1 yrs AVG TENURE
3 Employees
2 Advisory Reps
1 RIA Reps
24yrs Firm Age

Insights

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Asset Classes

Ridge alpha Vector Beacon legacy Timber Pathway Foundation north Zenith Delta Quantum Meridian Summit north

Client Personas

Signal

Custodian

Foundation Crest Delta Beacon pioneer

Investment Themes

Momentum fusion Harbor Fusion Element

Investment Vehicles

North signal Ridge oak Ridge

Services

Matrix foundation Crest ember Fusion Vertex focus Timber oak Ridge Catalyst insight Prime Glacier vector Pathway fusion

Technology

Frontier element

Owner & Executives

DONALD EDWARD CONRAD

DONALD EDWARD CONRAD

Chief Compliance Officer, DIRECTOR, Investment Advisor, President

CRD
#732579
Ownership
75% or more
(779) 588-2684
capital.insight@foundationcapital.com
in linkedin.com/in/momentum-bridge

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Contacts

C

CHAO YANG

Director

CRD
#6379190
(858) 816-1446
peak.beacon@vectorcapital.com
in linkedin.com/in/delta-summit

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-22-2022
03-06-2023
02-13-2024
03-04-2025
05-19-2026
Category Assets AVG. Account size
Discretionary $75,304,215 $209,761
Non-Discretionary $15,365,709 $107,453
Total $90,669,924 $180,617

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Separately Managed Accounts

Total SMA Asset: $90,669,924

$90.7M Total SMA
Public Funds:
5.5%
Equity - Exchange:
29.7%
U.S. Government/Agency:
27.6%
Other:
13.7%
Cash:
17.2%
Private Funds:
6.3%
Asset class Assets Assets %
Public Funds $478,159,043 5.5%
Equity - Exchange $2,582,058,833 29.7%
U.S. Government/Agency $2,399,489,016 27.6%
Other $1,191,050,707 13.7%
Cash $1,495,333,735 17.2%
Private Funds $547,709,450 6.3%
Total $8,693,800,784 100.0%

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