CONRAD SIEGEL INVESTMENT ADVISORS, INC.
Legal name: CONRAD SIEGEL INVESTMENT ADVISORS
CRD #123560 SEC #801-62505 HARRISBURG, PA (717) 652-5633
SEC Registered
Total AUM
$10.1B
Discretionary
$3.4B
Employees
23
Clients
26
Accounts
1,085
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $10.1B | $3.4B | $6.7B | 23 | 0 |
| Sep 2024 | $9B | $3B | $6B | 23 | 0 |
| May 2024 | $7.8B | $2.6B | $5.2B | 22 | 0 |
| Sep 2023 | $7.8B | $2.6B | $5.2B | 22 | 0 |
| Mar 2023 | $7B | $2.3B | $4.7B | 26 | 0 |
| Nov 2022 | $7B | $2.3B | $4.7B | 26 | 0 |
| Sep 2022 | $7B | $2.3B | $4.7B | 26 | 0 |
| Jan 2022 | $7.9B | $2.5B | $5.4B | 25 | 0 |
| Jan 2022 | $7.9B | $2.5B | $5.4B | 25 | 0 |
| Sep 2021 | $7.9B | $2.5B | $5.4B | 25 | 0 |
| Feb 2021 | $6.2B | $1.9B | $4.3B | 24 | 0 |
| Sep 2020 | $6.2B | $1.9B | $4.3B | 24 | 0 |
| Jun 2020 | $5.8B | $1.8B | $4.1B | 26 | 0 |
| Sep 2019 | $5.8B | $1.8B | $4.1B | 26 | 0 |
| Nov 2018 | $5.2B | $1.4B | $3.8B | 25 | 0 |
| Sep 2018 | $5.2B | $1.4B | $3.8B | 25 | 0 |
| Mar 2018 | $4.2B | $1.2B | $3B | 24 | 0 |
| Sep 2017 | $4.2B | $1.2B | $3B | 26 | 200 |
| Feb 2017 | $3.7B | $992.5M | $2.7B | 24 | 200 |
| Jan 2017 | $3.7B | $992.5M | $2.7B | 24 | 200 |
| Sep 2016 | $3.7B | $992.5M | $2.7B | 24 | 200 |
| Jul 2016 | $3B | $925.8M | $2.1B | 24 | 200 |
| Jan 2016 | $3B | $925.8M | $2.1B | 24 | 200 |
| Sep 2015 | $3B | $925.8M | $2.1B | 24 | 200 |
| May 2015 | $2.8B | $788.4M | $2B | 21 | 300 |
| May 2015 | $2.8B | $788.4M | $2B | 21 | 300 |
| Oct 2014 | $2.8B | $788.4M | $2B | 21 | 300 |
| Sep 2014 | $2.8B | $788.4M | $2B | 21 | 300 |
| Jul 2014 | $818.3M | $562.9M | $255.4M | 19 | 200 |
| Sep 2013 | $818.3M | $562.9M | $255.4M | 19 | 200 |
| Sep 2012 | $674.3M | $321.1M | $353.2M | 11 | 112 |
| Jul 2012 | $628.4M | $121.6M | $506.8M | 11 | 148 |
| Mar 2012 | $628.4M | $121.6M | $506.8M | 11 | 148 |
| Nov 2010 | $495.5M | $24.3M | $471.2M | -- | -- |
| Aug 2010 | $495.5M | $24.3M | $471.2M | -- | -- |
| Sep 2009 | $385.7M | $418.7K | $385.3M | -- | -- |
| Sep 2007 | $333.9M | $0 | $333.9M | -- | -- |
| Apr 2007 | $253.9M | $0 | $253.9M | -- | -- |
| Nov 2003 | $29M | $0 | $29M | -- | -- |
| Nov 2003 | $29M | $0 | $29M | -- | -- |
DateSep 2025
Total AUM$10.1B
Discretionary$3.4B
Non-Disc.$6.7B
Employees23
Clients0
DateSep 2024
Total AUM$9B
Discretionary$3B
Non-Disc.$6B
Employees23
Clients0
DateMay 2024
Total AUM$7.8B
Discretionary$2.6B
Non-Disc.$5.2B
Employees22
Clients0
DateSep 2023
Total AUM$7.8B
Discretionary$2.6B
Non-Disc.$5.2B
Employees22
Clients0
DateMar 2023
Total AUM$7B
Discretionary$2.3B
Non-Disc.$4.7B
Employees26
Clients0
DateNov 2022
Total AUM$7B
Discretionary$2.3B
Non-Disc.$4.7B
Employees26
Clients0
DateSep 2022
Total AUM$7B
Discretionary$2.3B
Non-Disc.$4.7B
Employees26
Clients0
DateJan 2022
Total AUM$7.9B
Discretionary$2.5B
Non-Disc.$5.4B
Employees25
Clients0
DateJan 2022
Total AUM$7.9B
Discretionary$2.5B
Non-Disc.$5.4B
Employees25
Clients0
DateSep 2021
Total AUM$7.9B
Discretionary$2.5B
Non-Disc.$5.4B
Employees25
Clients0
DateFeb 2021
Total AUM$6.2B
Discretionary$1.9B
Non-Disc.$4.3B
Employees24
Clients0
DateSep 2020
Total AUM$6.2B
Discretionary$1.9B
Non-Disc.$4.3B
Employees24
Clients0
DateJun 2020
Total AUM$5.8B
Discretionary$1.8B
Non-Disc.$4.1B
Employees26
Clients0
DateSep 2019
Total AUM$5.8B
Discretionary$1.8B
Non-Disc.$4.1B
Employees26
Clients0
DateNov 2018
Total AUM$5.2B
Discretionary$1.4B
Non-Disc.$3.8B
Employees25
Clients0
DateSep 2018
Total AUM$5.2B
Discretionary$1.4B
Non-Disc.$3.8B
Employees25
Clients0
DateMar 2018
Total AUM$4.2B
Discretionary$1.2B
Non-Disc.$3B
Employees24
Clients0
DateSep 2017
Total AUM$4.2B
Discretionary$1.2B
Non-Disc.$3B
Employees26
Clients200
DateFeb 2017
Total AUM$3.7B
Discretionary$992.5M
Non-Disc.$2.7B
Employees24
Clients200
DateJan 2017
Total AUM$3.7B
Discretionary$992.5M
Non-Disc.$2.7B
Employees24
Clients200
DateSep 2016
Total AUM$3.7B
Discretionary$992.5M
Non-Disc.$2.7B
Employees24
Clients200
DateJul 2016
Total AUM$3B
Discretionary$925.8M
Non-Disc.$2.1B
Employees24
Clients200
DateJan 2016
Total AUM$3B
Discretionary$925.8M
Non-Disc.$2.1B
Employees24
Clients200
DateSep 2015
Total AUM$3B
Discretionary$925.8M
Non-Disc.$2.1B
Employees24
Clients200
DateMay 2015
Total AUM$2.8B
Discretionary$788.4M
Non-Disc.$2B
Employees21
Clients300
DateMay 2015
Total AUM$2.8B
Discretionary$788.4M
Non-Disc.$2B
Employees21
Clients300
DateOct 2014
Total AUM$2.8B
Discretionary$788.4M
Non-Disc.$2B
Employees21
Clients300
DateSep 2014
Total AUM$2.8B
Discretionary$788.4M
Non-Disc.$2B
Employees21
Clients300
DateJul 2014
Total AUM$818.3M
Discretionary$562.9M
Non-Disc.$255.4M
Employees19
Clients200
DateSep 2013
Total AUM$818.3M
Discretionary$562.9M
Non-Disc.$255.4M
Employees19
Clients200
DateSep 2012
Total AUM$674.3M
Discretionary$321.1M
Non-Disc.$353.2M
Employees11
Clients112
DateJul 2012
Total AUM$628.4M
Discretionary$121.6M
Non-Disc.$506.8M
Employees11
Clients148
DateMar 2012
Total AUM$628.4M
Discretionary$121.6M
Non-Disc.$506.8M
Employees11
Clients148
DateNov 2010
Total AUM$495.5M
Discretionary$24.3M
Non-Disc.$471.2M
Employees--
Clients--
DateAug 2010
Total AUM$495.5M
Discretionary$24.3M
Non-Disc.$471.2M
Employees--
Clients--
DateSep 2009
Total AUM$385.7M
Discretionary$418.7K
Non-Disc.$385.3M
Employees--
Clients--
DateSep 2007
Total AUM$333.9M
Discretionary$0
Non-Disc.$333.9M
Employees--
Clients--
DateApr 2007
Total AUM$253.9M
Discretionary$0
Non-Disc.$253.9M
Employees--
Clients--
DateNov 2003
Total AUM$29M
Discretionary$0
Non-Disc.$29M
Employees--
Clients--
DateNov 2003
Total AUM$29M
Discretionary$0
Non-Disc.$29M
Employees--
Clients--