Conservest Capital Advisors provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions. Financial planning was provided to 251–500 clients last fiscal year.
Conservest Capital Advisors reports 303 clients. They include 204 high-net-worth individuals, 74 individual clients and 14 charitable organizations. Of its assets, 100.0% ($1.92B across 303 accounts) are managed with discretion. It advised 303 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 24% | 2% |
| High-net-worth individuals | 67% | 97% |
| Pension and profit-sharing plans | 1% | <1% |
| Charitable organizations | 5% | <1% |
| Corporations and other businesses | 2% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 74 | $30.3M | 1.6% | $409K |
| High-net-worth individuals | 204 | $1.86B | 96.8% | $9.13M |
| Pension and profit-sharing plans | 4 | $10.9M | 0.6% | $2.72M |
| Charitable organizations | 14 | $8.23M | 0.4% | $588K |
| Corporations and other businesses | 7 | $12.9M | 0.7% | $1.84M |
| Total | 303 | $1.92B | 100% | $6.35M |
- Clients
- 74
- Regulatory AUM
- $30.3M
- AUM share
- 1.6%
- Avg. per client
- $409K
- Clients
- 204
- Regulatory AUM
- $1.86B
- AUM share
- 96.8%
- Avg. per client
- $9.13M
- Clients
- 4
- Regulatory AUM
- $10.9M
- AUM share
- 0.6%
- Avg. per client
- $2.72M
- Clients
- 14
- Regulatory AUM
- $8.23M
- AUM share
- 0.4%
- Avg. per client
- $588K
- Clients
- 7
- Regulatory AUM
- $12.9M
- AUM share
- 0.7%
- Avg. per client
- $1.84M
Total
- Clients
- 303
- Regulatory AUM
- $1.92B
- AUM share
- 100%
- Avg. per client
- $6.35M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 303
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Conservest Capital Advisors charges 0.45%–1.00% a year for its Investment Management. The fee is billed in advance, is negotiable and has a $20,000 annual minimum.
Fee details and sources
Bruce Kardon owns 75% or more of Conservest Capital Advisors. The leadership team of Conservest Capital Advisors includes President Bruce Kardon and Chief Compliance Officer Patrick Chism. It has 7 employees.
Leadership
- Bruce KardonPresident
- Patrick ChismChief Compliance Officer
- Christina CopelandPrincipal
- David LorinePrincipal
- Kristin SindoniPrincipal
Investment adviser representatives
7 representatives listed in the SEC register as of 9 October 2026.
- Christina Francesca Copeland
- William Maclay Hall
- Bruce Eugene Kardon
- David Jon Lorine
- Brendan Moleski
- Lacy Redwine
- Kristin Sindoni MRS
Staff
- 7 employees
- 7 in advisory functions
- 7 state-registered reps
- 2 soliciting firms
- Owns 75% or more of Conservest Capital Advisors Inc
Bruce Kardon
Control person · since June 1993
Conservest Capital Advisors’ regulatory assets grew from $1.41B (March 2021) to $1.92B (March 2026); clients rose from 233 to 303 and employees were 7 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $1.92B | 303 | 7 | 1 |
| March 2025 | $1.72B | 298 | 6 | 1 |
| March 2024 | $1.7B | 289 | 6 | 1 |
| March 2023 | $1.52B | 268 | 6 | 1 |
| March 2022 | $1.59B | 257 | 7 | 1 |
| March 2021 | $1.41B | 233 | 7 | 1 |
Besides its headquarters, Conservest Capital Advisors has 0 offices, with 1 listed address in Pennsylvania.
Pennsylvania · 1 listed address
- 257 E. Lancaster Avenue, Suite 205, WynnewoodHQ
Contact and registration details
- Legal name
- Conservest Capital Advisors Inc
- Headquarters
- 257 E. Lancaster Avenue, Suite 205, Wynnewood, PA 19096
- Website
- conservest.com
- Phone
- 610-642-9588
- @conservest-capital-advisors
- SEC file
- 801-44462
- Structure
- Pennsylvania corporation
- Fiscal year end
- December
Conservest Capital Advisors uses Charles Schwab ($1.52B, 81%) and Fidelity ($358M, 19%) as custodians for its separately managed accounts. Conservest Capital Advisors has custody of $304M in client assets for 59 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $1.52B81%
- FidelityNational Financial Services LLC · Boston, MA · $358M19%
At year end, Conservest Capital Advisors’ separately managed accounts were mostly in funds (88%). Its reported 13F holdings for the quarter ended 30 June 2026 total $1.26B across 132 positions; the largest are State Str SPDR S&P 500 ETF T (14.0%), Select Sector SPDR TR (13.2%) and State Str SPDR S&P Midcap 40 (11.7%).
What the accounts hold
- Stocks2%
- Funds88%
- Bonds6%
- State and local bonds3%
- U.S. government and agency bonds2%
- Investment grade corporate bonds1%
- Cash3%
- Other1%
- Fdic insured cds1%
Reported 13F holdings
- $1.26B
- Reported 13F value
- 132
- Positions
- 68.1%
- In the 10 largest
- +14.0%
- Value vs. prior quarter
- State Str SPDR S&P 500 ETF T · TR Unit14.0%
- Select Sector SPDR TR · ST Str Techn ETF13.2%
- State Str SPDR S&P Midcap 40 · Utser1 S&pdcrp11.7%
- J P Morgan Exchange Traded F · Intrnl Res EQT6.0%
- Select Sector SPDR TR · ST Str Care ETF5.9%
- iShares TR · Core Div Grwth4.8%
- iShares TR · Rus 1000 ETF4.0%
- Select Sector SPDR TR · ST Str Stapl ETF3.0%
- Invesco Qqq TR · Unit Ser 12.8%
- Invesco Exch Traded FD TR II · S&P Gbl Water2.7%
Together, the ten largest are 68.1% of reported value.
How many clients does Conservest Capital Advisors have?
Conservest Capital Advisors has 303 clients and manages $1.92 billion for them, as of March 2026. They include 204 high-net-worth individuals, 74 individual clients and 14 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 26 March 2026
What services does Conservest Capital Advisors offer?
Conservest Capital Advisors provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Conservest Capital Advisors charge?
Conservest Capital Advisors charges 0.45%–1.00% a year for its Investment Management. The fee is billed in advance, is negotiable and has a $20,000 annual minimum.
Source: ADV PART II, filed 26 March 2026
Which custodians does Conservest Capital Advisors use?
Conservest Capital Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $1.52B and National Financial Services LLC (Boston, MA), with $358M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 March 2026
How many financial advisors does Conservest Capital Advisors have?
Conservest Capital Advisors has 7 investment adviser representatives registered with state securities authorities, out of 7 employees, and 7 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Conservest Capital Advisors invest in?
At the end of its last fiscal year, Conservest Capital Advisors’ separately managed accounts held 88% registered funds (mutual funds, ETFs, BDCs), 3% state and local bonds, 3% cash and equivalents, 2% exchange-traded equities, 2% U.S. government and agency bonds, 1% investment grade corporate bonds and 1% other. The 1% other category is described as: Fdic Insured CDS.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Conservest Capital Advisors?
Conservest Capital Advisors’ direct owner is Bruce Kardon (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 26 March 2026
How does Conservest Capital Advisors get paid?
Conservest Capital Advisors is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Conservest Capital Advisors?
Conservest Capital Advisors’ main office is at 257 E. Lancaster Avenue, Suite 205, Wynnewood, PA 19096. Its phone number is 610-642-9588. Its website is conservest.com.