{"url":"https://nivawealth.com/firms/conway-financial-group-117608","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/117608","regulatoryAum":177721549,"crd":"117608","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6840380","suffix":null,"lastName":"Camp","firstName":"Dylan","middleName":"James"},{"crd":"1989122","suffix":null,"lastName":"CONWAY","firstName":"PATRICIA","middleName":"MAUREEN"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2024-05-16","regulatoryAum":105090830,"clients":69,"employees":3,"offices":1},{"filedOn":"2025-04-14","regulatoryAum":138198398,"clients":75,"employees":4,"offices":1},{"filedOn":"2026-01-30","regulatoryAum":177721549,"clients":84,"employees":3,"offices":1}],"secFileNumber":"801-130486","legalName":"Conway Financial Group, LLC","displayName":"Conway Financial Group","slug":"conway-financial-group-117608","website":"https://conwayfinancialgroup.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/117608/e4d09c261d086052-r1.webp","tone":"light","width":835,"height":200,"sourceUrl":"https://www.conwayfinancialgroup.com/","sourceLabel":"Conway Financial Group, LLC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Missouri limited liability company","fiscalYearEnd":"December","headquarters":{"street":"390 South Woods Mill Road, Suite 175","city":"Chesterfield","state":"MO","stateName":"Missouri","country":"United States","postalCode":"63017"},"tradeNames":[],"registration":{"secApproved":"17 June 2024","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":2115732.726190476,"staff":{"employees":3,"advisory":2,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":177721549,"discretionary":177721549,"discretionaryAccounts":259,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":1,"nonAumClients":27},"clientTypes":[{"label":"Individuals (other than HNW)","clients":32,"regulatoryAum":6877736},{"label":"High-net-worth individuals","clients":52,"regulatoryAum":170843813}],"feePrograms":[{"role":"other","program":"Annual financial planning and investment implementation","summary":"Flat annual fee, invoiced after each annual meeting; generally $3,000 to $15,000, set in a written agreement and assessed annually.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005365","versionId":1005365,"submittedOn":"2026-01-30","documentName":"2026-01-30 CONWAY FINANCIAL GROUP FORM ADV PART 2A"},{"role":"other","program":"Ongoing investment management","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005365","versionId":1005365,"submittedOn":"2026-01-30","documentName":"2026-01-30 CONWAY FINANCIAL GROUP FORM ADV PART 2A"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T12:26:02.094587+00:00","documents":[{"name":"2026-01-30 CONWAY FINANCIAL GROUP FORM ADV PART 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005365","versionId":1005365,"submittedOn":"2026-01-30"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":167687603}],"custodyNote":"Conway Financial Group has custody of $125M in client assets for 63 clients.","otherCustodians":[],"leadership":[{"name":"Dylan Camp","title":"Member & CCO","crd":"6840380"},{"name":"Patricia Conway","title":"Managing Member","crd":"1989122"}],"ownership":[{"label":"Patricia Conway","detail":"Managing member in the 50% to 75% ownership band and a control person, since August 2001."},{"label":"Dylan Camp","detail":"Member & cco in the 25% to 50% ownership band and a control person, since January 2023."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Missouri","offices":1,"addresses":[{"street":"390 South Woods Mill Road, Suite 175","city":"Chesterfield","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"314-579-9157","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses"],"financialPlanningClients":"51-100","assetMix":[{"label":"Exchange-traded equity securities","percent":4},{"label":"U.S. government/agency bonds","percent":4},{"label":"U.S. state and local bonds","percent":1},{"label":"Investment grade corporate bonds","percent":5},{"label":"Securities issued by registered investment companies or business development companies","percent":72},{"label":"Cash and cash equivalents","percent":14}],"privateFunds":0},"sources":{"adv1FilingDate":"30 January 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/117608/PDF/117608.pdf","brochureDate":"30 January 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005365","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Conway Financial Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Conway Financial Group offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Conway Financial Group use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Conway Financial Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Conway Financial Group invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Conway Financial Group?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Conway Financial Group get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Conway Financial Group?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 30 January 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. 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."}