Conway Partners Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers. Financial planning was provided to 51–100 clients last fiscal year.
Conway Partners Management reports 81 clients. They include 70 high-net-worth individuals and 11 individual clients. Of its assets, 96.6% ($161M across 214 accounts) are managed with discretion; $5.73M across 15 accounts are not. It advised 1 client without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 14% | 2% |
| High-net-worth individuals | 86% | 83% |
| Pension and profit-sharing plans | Fewer than 5 | 2% |
| Insurance companies | Fewer than 5 | 3% |
| Corporations and other businesses | Fewer than 5 | 9% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 11 | $3.57M | 2.1% | $325K |
| High-net-worth individuals | 70 | $139M | 83.3% | $1.98M |
| Pension and profit-sharing plans | Fewer than 5 | $4M | 2.4% | — |
| Insurance companies | Fewer than 5 | $4.79M | 2.9% | — |
| Corporations and other businesses | Fewer than 5 | $15.4M | 9.2% | — |
| Total | 81 | $166M | 100% | — |
- Clients
- 11
- Regulatory AUM
- $3.57M
- AUM share
- 2.1%
- Avg. per client
- $325K
- Clients
- 70
- Regulatory AUM
- $139M
- AUM share
- 83.3%
- Avg. per client
- $1.98M
- Clients
- Fewer than 5
- Regulatory AUM
- $4M
- AUM share
- 2.4%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $4.79M
- AUM share
- 2.9%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $15.4M
- AUM share
- 9.2%
- Avg. per client
- —
Total
- Clients
- 81
- Regulatory AUM
- $166M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 1
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Conway Partners Management charges 0.30%–1.45% a year for its Wealth Management Fees. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Retirement Plan Consulting
- Plan consulting is billed at 0.30% to 1.45% of managed plan assets a year, calculated monthly and deducted quarterly from participant accounts.
Jeffrey Conway owns 75% or more of Conway Partners Management. It has 2 employees.
Leadership
- Jeffrey ConwayMember and CCO
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 2 employees
- 2 in advisory functions
- 1 state-registered rep
- 1 soliciting firm
- Owns 75% or more of Conway Partners Management, LLC
Jeffrey Conway
Control person · since February 2022
Conway Partners Management’s regulatory assets grew Infinity× from $0 (April 2022) to $166M (March 2026); employees rose from 1 to 2.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $166M | 81 | 2 | 1 |
| March 2025 | $124M | 77 | 3 | 2 |
| March 2024 | $84.2M | 60 | 3 | 2 |
| March 2023 | $63.9M | 28 | 3 | 3 |
| April 2022 | $0 | 0 | 1 | 1 |
Besides its headquarters, Conway Partners Management has 0 offices, with 1 listed address with no US state reported.
Contact and registration details
- Legal name
- Conway Partners Management, LLC
- Headquarters
- Not reported
- Website
- conwaypartners.com
- Phone
- 775-971-8392
- @conwaypartners
- SEC file
- 801-123446
- Structure
- Delaware LLC
- Fiscal year end
- December
Conway Partners Management uses Charles Schwab ($161M) as custodian for its separately managed accounts. Conway Partners Management has custody of $14.9M in client assets for 12 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $161M100%
At year end, Conway Partners Management’s separately managed accounts were mostly in funds (91%).
What the accounts hold
- Stocks8%
- Funds91%
- Bonds1%
- Cash1%
How many clients does Conway Partners Management have?
Conway Partners Management has 81 clients and manages $166 million for them, as of March 2026. They include 70 high-net-worth individuals and 11 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 10 March 2026
What services does Conway Partners Management offer?
Conway Partners Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Conway Partners Management charge?
Conway Partners Management charges 0.30%–1.45% a year for its Wealth Management Fees. The fee is billed in advance and is negotiable.
Source: DISCLOSURE BROCHURE FOR CONWAY PARTNERS, filed 10 March 2026
Which custodians does Conway Partners Management use?
Conway Partners Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $161M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 March 2026
How many financial advisors does Conway Partners Management have?
Conway Partners Management has 1 investment adviser representative registered with state securities authorities, out of 2 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 Partners Management invest in?
At the end of its last fiscal year, Conway Partners Management’s separately managed accounts held 91% registered funds (mutual funds, ETFs, BDCs), 8% exchange-traded equities, 1% 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
Who owns Conway Partners Management?
Conway Partners Management’s direct owner is Jeffrey Conway (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 10 March 2026
How does Conway Partners Management get paid?
Conway Partners Management is paid through a percentage of assets under management and 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
Is Conway Partners Management registered with the SEC?
Yes, Conway Partners Management has been registered with the SEC as an investment adviser since 11 March 2022. Its CRD number is 319013 and its SEC file number is 801-123446.
Source: Form ADV Part 1A, Item 1, filed 10 March 2026; IAPD firm record
How do I contact Conway Partners Management?
Its phone number is 775-971-8392. Its website is conwaypartners.com.