CRD: 123560
Conrad Siegel Investment Advisors
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- Custodian
- Betterment · Charles Schwab & Company · Empower · Tiaa
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-15-2002
- Office Locations
- 2
Office Locations
About Conrad Siegel Investment Advisors
Conrad Siegel is a consultant-owned advisory and benefits firm serving individuals and families with wealth management and financial planning, and organizations with retirement plan consulting, healthcare benefits, and actuarial services. Its investment advisory work emphasizes portfolio construction and asset allocation, using vehicles including mutual funds, ETFs, fixed income, and private funds. Established 60+ years and serving clients across 25+ states.
Reported data analysis
What the numbers show
Between September 25, 2024 and September 25, 2025, reported AUM increased 12.0%, from $9.0B to $10.1B.
Across 5 reported observations, AUM increased 28.3% between September 22, 2021 and September 25, 2025, from $7.9B to $10.1B.
Of the latest reported AUM, 34.0% is discretionary and 66.0% is non-discretionary.
The firm reports 22 advisory representatives and 516 clients, or 23.5 clients per representative. That equates to $19.6M in reported AUM per client.
The profile lists 2 reported office locations and 24 years in operation. The source data was last updated on September 25, 2025. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- CRM
- Custodian
- Investment Themes
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- Platform
- Services
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Owner & Executives
CATHERINE LORETTA AZELES
DIRECTOR, Partner
- CRD
- #5147682
- Ownership
- Less than 5%
TREVOR SCOTT BARE
DIRECTOR, Partner
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 19 owners & executives
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SOLANA ESTELLA BERRIO
--
- CRD
- #7629682
Justin Brubaker
Associate
- CRD
- #7882438
Showing 2 of 35 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,438,100,429 | $3,337,962 |
| Non-Discretionary | $6,680,493,064 | $121,463,510 |
| Total | $10,118,593,493 | $9,325,893 |
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Separately Managed Accounts
SMA allocation detail is available
Conrad Siegel Investment Advisors has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Conrad Siegel Investment Advisors's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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