{"url":"https://nivawealth.com/firms/conning-107423","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/107423","regulatoryAum":106897084097,"crd":"107423","secFileNumber":"801-18641","legalName":"Conning, Inc.","displayName":"Conning","website":"http://www.conning.com","founded":null,"organization":"Missouri corporation","fiscalYearEnd":"December","headquarters":{"street":"One Financial Plaza, 755 Main Street","city":"Hartford","state":"CT","stateName":"Connecticut","country":"United States","postalCode":"06103"},"tradeNames":[],"registration":{"secApproved":"21 March 1983","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":270,"advisory":240,"brokerDealerReps":10,"insuranceAgents":0,"promoters":4},"aum":{"discretionary":106624943097,"discretionaryAccounts":813,"nonDiscretionary":272141000,"nonDiscretionaryAccounts":6,"wrapProgram":null,"nonUsClientsPct":7,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":8,"regulatoryAum":1870205308},{"label":"Pension and profit-sharing plans","clients":6,"regulatoryAum":147834927},{"label":"Charitable organizations","clients":null,"regulatoryAum":100381598},{"label":"State or municipal government entities","clients":17,"regulatoryAum":9851243023},{"label":"Insurance companies","clients":121,"regulatoryAum":94277179358},{"label":"Corporations and other businesses","clients":9,"regulatoryAum":538664355},{"label":"Other","clients":null,"regulatoryAum":111575528}],"fees":[],"feeNotes":[],"custodians":[{"name":"Northern Trust Securities, Inc.","shortName":"Northern Trust Securities","location":"Chicago, IL","smaAssets":11010712016},{"name":"State Street Global Markets, LLC","shortName":"State Street Global Markets","location":"Boston, MA","smaAssets":20397993209},{"name":"J.P. 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They include 121 insurance companies, 17 state or municipal government entities and 9 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Conning offer?","answer":"Conning provides portfolio management for pooled vehicles, portfolio management for institutions, publishing newsletters and other activities.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Conning use?","answer":"Conning’s separately managed account assets are held at J.P. Morgan Securities LLC (New York, NY), with $31,813,164,491, State Street Global Markets, LLC (Boston, MA), with $20,397,993,209 and Northern Trust Securities, Inc. (Chicago, IL), with $11,010,712,016. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Conning have?","answer":"Conning has 1 investment adviser representatives registered with state securities authorities, out of 270 employees, and 240 perform investment advisory functions. 10 are registered representatives of a broker-dealer and 0 are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Conning invest in?","answer":"At the end of its last fiscal year, Conning’s separately managed accounts held 58% investment grade corporate bonds, 23% redeemable pfd, asset backed, cmbs, cmo, mbs-pass through, convertible, emerging mkt corp, emerging mkt gov't, private placement, sovereign, cit's, formosa bonds, etf, 6% cash and equivalents, 5% state and local bonds, 4% U.S. government and agency bonds, 3% exchange-traded equities and 1% high-yield corporate bonds. It advises no private funds of its own.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Conning?","answer":"Conning is owned through a chain of holding companies by Assicurazioni Generali S.p.a. Its direct owner is Conning & Company (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Conning get paid?","answer":"Conning is paid through a percentage of assets under management, hourly charges, subscription fees, fixed fees, performance-based fees and other arrangements. 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