CRD: 123560
Conrad Siegel Investment Advisors
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- Custodian
- Betterment · Charles Schwab & Company · Empower · Tiaa
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
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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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 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 |
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