Conway Capital Management provides portfolio management for individuals and small businesses.
Conway Capital Management reports 68 clients. They include 42 high-net-worth individuals and 26 individual clients. Of its assets, 98.2% ($228M across 149 accounts) are managed with discretion; $4.16M across 8 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 38% | 5% |
| High-net-worth individuals | 62% | 95% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 26 | $10.5M | 4.5% | $403K |
| High-net-worth individuals | 42 | $221M | 95.5% | $5.27M |
| Total | 68 | $232M | 100% | $3.41M |
- Clients
- 26
- Regulatory AUM
- $10.5M
- AUM share
- 4.5%
- Avg. per client
- $403K
- Clients
- 42
- Regulatory AUM
- $221M
- AUM share
- 95.5%
- Avg. per client
- $5.27M
Total
- Clients
- 68
- Regulatory AUM
- $232M
- AUM share
- 100%
- Avg. per client
- $3.41M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Conway Capital Management charges 1.00%–1.50% a year for its Investment Management. The fee is billed in advance, is negotiable and requires an account of at least $10,000,000.
Fee details and sources
Daniel Conway owns 75% or more of Conway Capital Management. The leadership team of Conway Capital Management includes President Daniel Conway. It has 1 employee.
Leadership
- Daniel ConwayPresident & CEO, Chief Compliance Officer
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
Staff
- 1 employee
- 1 in advisory functions
- 1 state-registered rep
- Owns 75% or more of Conway Capital Management, Inc.
Daniel Conway
Control person · since December 2004
Conway Capital Management’s regulatory assets grew from $166M (April 2022) to $232M (March 2026); clients were 68 in both filings and employees were 1 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $232M | 68 | 1 | 2 |
| March 2025 | $213M | 68 | 1 | 1 |
| March 2024 | $186M | 67 | 1 | 1 |
| March 2023 | $130M | 67 | 1 | 1 |
| April 2022 | $166M | 67 | 1 | 1 |
Besides its headquarters, Conway Capital Management has 1 office (1 private residence, listed without an address), with 1 listed address in California.
California · 1 listed address
- 3500 W. Olive Avenue, Suite 300, BurbankHQ
Contact and registration details
- Legal name
- Conway Capital Management, Inc.
- Headquarters
- 3500 W. Olive Avenue, Suite 300, Burbank, CA 91505
- Website
- Not reported
- Phone
- 213-434-1145
- SEC file
- 801-124905
- Founded
- 2004
- Structure
- California corporation
- Fiscal year end
- December
Conway Capital Management uses Fidelity ($232M) as custodian for its separately managed accounts. Conway Capital Management does not have custody of client assets.
- FidelityNational Financial Services LLC · Boston, MA · $232M100%
At year end, Conway Capital Management’s separately managed accounts were mostly in stocks (96%). Its reported 13F holdings for the quarter ended 30 June 2026 total $225M across 39 positions; the largest are Apple Inc. (18.7%), Amazon Com Inc. (13.2%) and Nvidia Corporation (11.8%).
What the accounts hold
- Stocks96%
- Bonds3%
- Cash1%
Reported 13F holdings
- $225M
- Reported 13F value
- 39
- Positions
- 82.0%
- In the 10 largest
- +5.1%
- Value vs. prior quarter
- Apple Inc.18.7%
- Amazon Com Inc.13.2%
- Nvidia Corporation11.8%
- Costco Wholesale Corporation9.1%
- Alphabet Inc. · Cap Stk CL C7.0%
- Netflix Inc..5.5%
- Mastercard Incorporated · CL A4.8%
- Berkshire Hathaway Inc. Del · CL B New4.3%
- Alphabet Inc. · Cap Stk CL A4.2%
- Tesla Inc.3.4%
Together, the ten largest are 82.0% of reported value.
How many clients does Conway Capital Management have?
Conway Capital Management has 68 clients and manages $232 million for them, as of March 2026. They include 42 high-net-worth individuals and 26 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 20 March 2026
What services does Conway Capital Management offer?
Conway Capital Management provides portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Conway Capital Management charge?
Conway Capital Management charges 1.00%–1.50% a year for its Investment Management. The fee is billed in advance, is negotiable and requires an account of at least $10,000,000.
Source: CONWAY CAPITAL MANAGEMENT ADV PART 2 2023, filed 20 March 2026
Which custodians does Conway Capital Management use?
Conway Capital Management’s separately managed account assets are held at National Financial Services LLC (Boston, MA), with $232M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 20 March 2026
How many financial advisors does Conway Capital Management have?
Conway Capital Management has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 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 Conway Capital Management invest in?
At the end of its last fiscal year, Conway Capital Management’s separately managed accounts held 96% exchange-traded equities, 3% U.S. government and agency bonds and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Conway Capital Management have a minimum investment?
Yes, Conway Capital Management’s minimum account size for its Investment Management is $10M.
Source: CONWAY CAPITAL MANAGEMENT ADV PART 2 2023, filed 20 March 2026
Who owns Conway Capital Management?
Conway Capital Management’s direct owner is Daniel Conway (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 20 March 2026
How does Conway Capital Management get paid?
Conway Capital Management 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 Conway Capital Management?
Conway Capital Management’s main office is at 3500 W. Olive Avenue, Suite 300, Burbank, CA 91505. Its phone number is 213-434-1145.