Conway Financial Group provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 51–100 clients last fiscal year.
Conway Financial Group reports 84 clients. They include 52 high-net-worth individuals and 32 individual clients. Of its assets, 100.0% ($178M across 259 accounts) are managed with discretion. Of its clients, 1% are outside the U.S. It advised 27 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 38% | 4% |
| High-net-worth individuals | 62% | 96% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 32 | $6.88M | 3.9% | $215K |
| High-net-worth individuals | 52 | $171M | 96.1% | $3.29M |
| Total | 84 | $178M | 100% | $2.12M |
- Clients
- 32
- Regulatory AUM
- $6.88M
- AUM share
- 3.9%
- Avg. per client
- $215K
- Clients
- 52
- Regulatory AUM
- $171M
- AUM share
- 96.1%
- Avg. per client
- $3.29M
Total
- Clients
- 84
- Regulatory AUM
- $178M
- AUM share
- 100%
- Avg. per client
- $2.12M
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 27
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Conway Financial Group is paid through fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Annual financial planning and investment implementation
- Flat annual fee, invoiced after each annual meeting; generally $3,000 to $15,000, set in a written agreement and assessed annually.
- Ongoing investment management
- Flat annual fee paid in three installments (February, June and October); generally a minimum of $3,500 and up to $50,000, set in a written agreement.
Patricia Conway owns 50% to 75% of Conway Financial Group. It has 3 employees, 2 of them in advisory roles.
Leadership
- Dylan CampMember & CCO
- Patricia ConwayManaging Member
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 50% to 75% of Conway Financial Group, LLC
Patricia Conway
Control person · since August 2001
- Owns 25% to 50% of Conway Financial Group, LLC
Dylan Camp
Control person · since January 2023
Conway Financial Group’s regulatory assets grew 1.7× from $105M (May 2024) to $178M (January 2026); clients rose from 69 to 84 and employees were 3 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| January 2026 | $178M | 84 | 3 | 1 |
| April 2025 | $138M | 75 | 4 | 1 |
| May 2024 | $105M | 69 | 3 | 1 |
Besides its headquarters, Conway Financial Group has 0 offices, with 1 listed address in Missouri.
Missouri · 1 listed address
- 390 South Woods Mill Road, Suite 175, ChesterfieldHQ
Contact and registration details
- Legal name
- Conway Financial Group, LLC
- Headquarters
- 390 South Woods Mill Road, Suite 175, Chesterfield, MO 63017
- Website
- conwayfinancialgroup.com
- Phone
- 314-579-9157
- SEC file
- 801-130486
- Structure
- Missouri LLC
- Fiscal year end
- December
Conway Financial Group uses Charles Schwab ($168M) as custodian for its separately managed accounts. Conway Financial Group has custody of $125M in client assets for 63 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $168M100%
At year end, Conway Financial Group’s separately managed accounts were mostly in funds (72%) and cash (14%).
What the accounts hold
- Stocks4%
- Funds72%
- Bonds10%
- Investment grade corporate bonds5%
- U.S. government and agency bonds4%
- State and local bonds1%
- Cash14%
How many clients does Conway Financial Group have?
Conway Financial Group has 84 clients and manages $178 million for them, as of January 2026. They include 52 high-net-worth individuals and 32 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 January 2026
What services does Conway Financial Group offer?
Conway Financial Group provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Conway Financial Group use?
Conway Financial Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $168M. 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 January 2026
How many financial advisors does Conway Financial Group have?
Conway Financial Group has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 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 Financial Group invest in?
At the end of its last fiscal year, Conway Financial Group’s separately managed accounts held 72% registered funds (mutual funds, ETFs, BDCs), 14% cash and equivalents, 5% investment grade corporate bonds, 4% exchange-traded equities, 4% U.S. government and agency bonds and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Conway Financial Group?
Conway Financial Group’s direct owners are Patricia Conway (50% to 75%) and Dylan Camp (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 30 January 2026
How does Conway Financial Group get paid?
Conway Financial Group is paid through fixed fees. 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 Financial Group?
Conway Financial Group’s main office is at 390 South Woods Mill Road, Suite 175, Chesterfield, MO 63017. Its phone number is 314-579-9157. Its website is conwayfinancialgroup.com.