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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Conway Capital Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Conway Capital Management charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Conway Capital Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Conway Capital Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Conway Capital Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Conway Capital Management have a minimum investment?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Conway Capital Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Conway Capital Management get paid?","answer":"Conway Capital Management is paid through a percentage of assets under management. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}