CRD: 117608
Conway Financial Group, LLC
$177.7M Total AUM
$177.7M Disc. AUM
-- 3Y CAGR
3 Employees
111 ADV. Clients
20 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-30-2005
- Office Locations
- 1
Office Locations
390 South Woods Mill Road Suite 175 Chesterfield MO
About Conway Financial Group, LLC
Conway Financial Group is a fee-only, fiduciary RIA serving individuals and families with wealth management that integrates investment management, cash-flow and tax planning, and scenario-based retirement projections (including Social Security and long-term care considerations). Independent and product-agnostic; custody includes Charles Schwab.
Team overview
-- AVG AGE
$88.9M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
13.4 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
20yrs Firm Age
Insights
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Asset Classes
Summit bridge Alpha matrix Pioneer eagle
Client Personas
Radial
Investment Themes
Foundation vertex Vector capital
Investment Vehicles
Prime north Pioneer
Services
Wave Radial element Vector value North Zenith bridge
Owner & Executives
P
PATRICIA MAUREEN CONWAY
Financial Advisor, General Partner, Managing Member
- CRD
- #1989122
- Ownership
- 50% but less than 75%
(873) 468-8089
alpha.glacier@matrixcapital.com
in linkedin.com/in/pathway-beacon
D
Dylan James Camp
Chief Compliance Officer, Financial Advisor, General Partner
- CRD
- #6840380
- Ownership
- 25% but less than 50%
(464) 725-9204
ridge.radial@peakcapital.com
in linkedin.com/in/momentum-unison
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $177,721,549 | $686,184 |
| Non-Discretionary | $0 | -- |
| Total | $177,721,549 | $686,184 |
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Separately Managed Accounts
Total SMA Asset: $177,721,549
Public Funds:
8.0% Cash:
15.8% Corporate - Investment Grade:
20.4% Equity - Exchange:
29.0% U.S. Government/Agency:
19.8% Municipal Bonds:
7.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $449,062,099 | 8.0% |
| Cash | $886,897,645 | 15.8% |
| Corporate - Investment Grade | $1,145,108,352 | 20.4% |
| Equity - Exchange | $1,627,850,108 | 29.0% |
| U.S. Government/Agency | $1,111,428,694 | 19.8% |
| Municipal Bonds | $392,929,335 | 7.0% |
| Total | $5,613,276,233 | 100.0% |