CONSERVEST CAPITAL ADVISORS INC
CRD #111353 SEC #801-44462 WYNNEWOOD, PA 610-642-9588
SEC Registered
Total AUM
$1.7B
Discretionary
$1.7B
Employees
6
Clients
251
Accounts
298
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.7B | $1.7B | $0 | 6 | 298 |
| Mar 2024 | $1.7B | $1.7B | $0 | 6 | 289 |
| Mar 2023 | $1.5B | $1.5B | $0 | 6 | 268 |
| Mar 2022 | $1.6B | $1.6B | $0 | 7 | 257 |
| Mar 2021 | $1.4B | $1.4B | $0 | 7 | 233 |
| Jun 2020 | $1.3B | $1.3B | $0 | 7 | 228 |
| Jun 2020 | $1.3B | $1.3B | $0 | 7 | 228 |
| Mar 2020 | $1.3B | $1.3B | $0 | 7 | 228 |
| Mar 2019 | $1.1B | $1.1B | $0 | 7 | 230 |
| Sep 2018 | $1.2B | $1.2B | $0 | 7 | 232 |
| Mar 2018 | $1.2B | $1.2B | $0 | 7 | 232 |
| Jul 2017 | $1.1B | $1.1B | $0 | 7 | 200 |
| Mar 2017 | $1.1B | $1.1B | $0 | 7 | 200 |
| Mar 2016 | $1B | $1B | $0 | 7 | 200 |
| Oct 2015 | $1.1B | $1.1B | $0 | 7 | 200 |
| Mar 2015 | $1.1B | $1.1B | $0 | 7 | 200 |
| Mar 2014 | $1B | $1B | $0 | 8 | 200 |
| Oct 2013 | $852.3M | $852.3M | $0 | 8 | 200 |
| Sep 2013 | $852.3M | $852.3M | $0 | 8 | 200 |
| Sep 2013 | $852.3M | $852.3M | $0 | 8 | 200 |
| Mar 2013 | $852.3M | $852.3M | $0 | 7 | 200 |
| Mar 2013 | $852.3M | $852.3M | $0 | 7 | 200 |
| Mar 2012 | $728M | $728M | $0 | 6 | 200 |
| Apr 2011 | $709M | $709M | $0 | 10 | -- |
| Apr 2011 | $709M | $709M | $0 | 10 | -- |
| Mar 2011 | $709M | $709M | $0 | 10 | -- |
| Mar 2011 | $709M | $709M | $0 | 10 | -- |
| Mar 2010 | $715M | $715M | $0 | 10 | -- |
| Mar 2009 | $651M | $651M | $0 | 10 | -- |
| Mar 2008 | $754M | $754M | $0 | 10 | -- |
| Jan 2008 | $754M | $754M | $0 | 10 | -- |
| Jan 2007 | $664M | $664M | $0 | 10 | -- |
| Feb 2006 | $575M | $575M | $0 | 10 | -- |
| Feb 2006 | $503M | $503M | $0 | 10 | -- |
| Nov 2005 | $503M | $503M | $0 | 10 | -- |
| Jan 2005 | $418.8M | $418.8M | $0 | 10 | -- |
DateMar 2025
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees6
Clients298
DateMar 2024
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees6
Clients289
DateMar 2023
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees6
Clients268
DateMar 2022
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees7
Clients257
DateMar 2021
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees7
Clients233
DateJun 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees7
Clients228
DateJun 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees7
Clients228
DateMar 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees7
Clients228
DateMar 2019
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees7
Clients230
DateSep 2018
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees7
Clients232
DateMar 2018
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees7
Clients232
DateJul 2017
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees7
Clients200
DateMar 2017
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees7
Clients200
DateMar 2016
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees7
Clients200
DateOct 2015
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees7
Clients200
DateMar 2015
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees7
Clients200
DateMar 2014
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees8
Clients200
DateOct 2013
Total AUM$852.3M
Discretionary$852.3M
Non-Disc.$0
Employees8
Clients200
DateSep 2013
Total AUM$852.3M
Discretionary$852.3M
Non-Disc.$0
Employees8
Clients200
DateSep 2013
Total AUM$852.3M
Discretionary$852.3M
Non-Disc.$0
Employees8
Clients200
DateMar 2013
Total AUM$852.3M
Discretionary$852.3M
Non-Disc.$0
Employees7
Clients200
DateMar 2013
Total AUM$852.3M
Discretionary$852.3M
Non-Disc.$0
Employees7
Clients200
DateMar 2012
Total AUM$728M
Discretionary$728M
Non-Disc.$0
Employees6
Clients200
DateApr 2011
Total AUM$709M
Discretionary$709M
Non-Disc.$0
Employees10
Clients--
DateApr 2011
Total AUM$709M
Discretionary$709M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$709M
Discretionary$709M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$709M
Discretionary$709M
Non-Disc.$0
Employees10
Clients--
DateMar 2010
Total AUM$715M
Discretionary$715M
Non-Disc.$0
Employees10
Clients--
DateMar 2009
Total AUM$651M
Discretionary$651M
Non-Disc.$0
Employees10
Clients--
DateMar 2008
Total AUM$754M
Discretionary$754M
Non-Disc.$0
Employees10
Clients--
DateJan 2008
Total AUM$754M
Discretionary$754M
Non-Disc.$0
Employees10
Clients--
DateJan 2007
Total AUM$664M
Discretionary$664M
Non-Disc.$0
Employees10
Clients--
DateFeb 2006
Total AUM$575M
Discretionary$575M
Non-Disc.$0
Employees10
Clients--
DateFeb 2006
Total AUM$503M
Discretionary$503M
Non-Disc.$0
Employees10
Clients--
DateNov 2005
Total AUM$503M
Discretionary$503M
Non-Disc.$0
Employees10
Clients--
DateJan 2005
Total AUM$418.8M
Discretionary$418.8M
Non-Disc.$0
Employees10
Clients--