CONRAD CAPITAL MANAGEMENT, INC.

CRD 113648 · SEC 801-60622

Visit website

1300 VETERANS MEMORIAL HWY, SUITE 230, HAUPPAUGE, NY, 11788, United States

Phone

631-439-7878

Fax

631-439-7879

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$90.7M

Discretionary AUM

$75.3M

Team

3 total employees; 2 advisory reps

Clients

26-50

Fees

Percentage of AUM; Hourly charges

Org form

Corporation

Filing date

2026-05-19

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars

Client types

Type	Clients	AUM
Individuals	112	$38.9M
High net worth individuals	20	$51.7M

States served

NJ, NY, FL

All web addresses on file

HTTP://WWW.CONRADCAPITAL.COM/

Official SEC filing: View on IAPD