← Back to searchVisit website
CONESTOGA CAPITAL ADVISORS, LLC
CRD 111750 · SEC 801-60133
CROSSPOINT AT VALLEY FORGE, 550 E. SWEDESFORD RD. SUITE 120, WAYNE, PA, 19087, United States
Phone
484-654-1380
Fax
610-225-0533
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$6.94B
Discretionary AUM
$6.37B
Team
18 total employees; 9 advisory reps; 24 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-09
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 38 | $9.2M |
| High net worth individuals | 137 | $465.8M |
| Investment companies | 6 | $3.89B |
| Pooled investment vehicles | 3 | $794.6M |
| Pension/profit sharing plans | 10 | $430.8M |
| Charitable organizations | 22 | $489.9M |
| State/municipal entities | 9 | $284.9M |
| Corporations/business entities | 1 | $10.1M |
States served
CA, MD, NJ, OH, PA, WI, MO, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD