This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- FusionOptima timber +more
- Established Date
- 07-30-1993
- Office Locations
- 1
Office Locations
About Conservest Capital Advisors INC
Conservest Capital Advisors, Inc. is a Wynnewood, PA RIA serving retail and institutional clients, with a focus on business owners and entrepreneurs. The firm provides financial planning plus tax and estate planning, charitable giving, insurance, and business succession support, and builds discretionary portfolios around asset allocation and risk management using mutual funds and ETFs alongside exposures like fixed income and alternatives (e.g., real estate/private equity). Custody commonly through Schwab or Fidelity; uses Tamarac/FactSet.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
BRUCE EUGENE KARDON
Investment Advisor, President
- CRD
- #2373039
- Ownership
- 75% or more
PATRICK ANDREW CHISM
Chief Compliance Officer
- CRD
- #2875421
- Ownership
- Less than 5%
North ridge
Eagle delta matrix
- CRD
- #65423
- Ownership
- 20.4%
Showing 2 of 5 owners & executives
Unlock allContacts
WILLIAM MACLAY HALL
Advisor
- CRD
- #6081057
BRENDAN MOLESKI
Director
- CRD
- #5809385
Summit glacier
Matrix fusion
- CRD
- #76753
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,924,651,036 | $6,351,984 |
| Non-Discretionary | $0 | -- |
| Total | $1,924,651,036 | $6,351,984 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $1,924,651,036
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,674,518,063 | 20.1% |
| Cash | $1,891,122,390 | 22.7% |
| Municipal Bonds | $733,122,336 | 8.8% |
| Equity - Exchange | $1,557,884,964 | 18.7% |
| U.S. Government/Agency | $666,474,851 | 8.0% |
| Corporate - Investment Grade | $458,201,460 | 5.5% |
| Other | $1,349,611,574 | 16.2% |
| Total | $8,330,935,638 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| UNISON NORTH PRIME | BEACON VECTOR | NUTBE6QOK | CDNYG | 5.53% | $102,859,664 |
| SIGNAL FUSION INSIGHT | BEACON EAGLE | YSRERTGYP | QVPVR | 1.65% | $119,881,244 |
| FRONTIER ZENITH | MERIDIAN NORTH | TQ1RG9A58 | TGMF | 5.62% | $90,910,495 |
| PIONEER TIMBER CATALYST | UNISON LEGACY | MVC04322L | ULCQ | 10.46% | $76,610,320 |
| QUANTUM INSIGHT | FOUNDATION PATHWAY | 4K9X7QXPG | QNCC | 12.51% | $11,845,128 |
| NORTH CATALYST PRIME | MOMENTUM VITAL | CFYFAZMFZ | LUCK | 11.97% | $42,108,016 |
| HARBOR QUANTUM | DELTA FUSION | NDEZC0X9G | GNC | 11.21% | $98,218,747 |
| SIGNAL EMBER | WAVE BEACON | GXLQBNIGL | FTIH | 4.65% | $97,061,063 |