Investment adviser · CRD 106993
CONNORS INVESTOR SERVICES INC
Investment adviser filing (IA)
WYOMISSING, PA, United States · Form ADV filed Sep 9, 2026
- Regulatory AUM
- $1.28B Form ADV · Item 5.F
- Client accounts
- 662 Accounts, not individual clients
- Employees
- 10 Reported in this filing
- Advisory professionals
- 10 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 367 | $777,297,546 | 60.7% |
| Charities | 28 | $131,554,899 | 10.3% |
| Pooled investment vehicles | 7 | $116,234,584 | 9.1% |
| Individuals | 224 | $89,003,881 | 6.9% |
| Investment companies | 1 | $57,184,540 | 4.5% |
| Government entities | 11 | $52,153,392 | 4.1% |
| Corporations & businesses | 14 | $35,828,190 | 2.8% |
| Retirement plans | 10 | $21,825,247 | 1.7% |
Filing source
Form ADV 2106186 · Sep 9, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
8 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
CIS INCOME & GROWTH PARTNERSOther Private Fund · Last reported Sep 9, 2026$27.8MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
WOLF & COMPANY PC
PCAOB 392
CHARLES SCHWAB & CO., INC.
SEC 8-16514
CHARLES SCHWAB & CO., INC.
CRD 5393 · SEC 8-16514
Fund details & source
- Fund ID
- 805-4725760059
- Reported beneficial owners
- 79
- Minimum commitment
- $100K
- Form D file number
- 021-915045
Form ADV 2106186 · Sep 9, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
CIS HEDGED GROWTH PARTNERSOther Private Fund · Last reported Sep 9, 2026$27.8MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
WOLF & COMPANY PC
PCAOB 392
CHARLES SCHWAB & CO., INC.
SEC 8-16514
CHARLES SCHWAB & CO., INC.
CRD 5393 · SEC 8-16514
Fund details & source
- Fund ID
- 805-6208666801
- Reported beneficial owners
- 59
- Minimum commitment
- $100K
Form ADV 2106186 · Sep 9, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
CIS BALANCED INVESTMENT PARTNERSOther Private Fund · Last reported Sep 9, 2026$26.9MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
WOLF & COMPANY PC
PCAOB 392
CHARLES SCHWAB & CO., INC.
SEC 8-16514
CHARLES SCHWAB & CO., INC.
CRD 5393 · SEC 8-16514
Fund details & source
- Fund ID
- 805-6892238746
- Reported beneficial owners
- 47
- Minimum commitment
- $100K
- Form D file number
- 021-1732357
Form ADV 2106186 · Sep 9, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
CIS BALANCED INVESTMENT PARTNERS IIOther Private Fund · Last reported Sep 9, 2026$10.9MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
WOLF & COMPANY PC
PCAOB 392
CHARLES SCHWAB & CO., INC.
SEC 8-16514
CHARLES SCHWAB & CO., INC.
CRD 5393 · SEC 8-16514
Fund details & source
- Fund ID
- 805-2579007240
- Reported beneficial owners
- 77
- Minimum commitment
- $100K
- Form D file number
- 021-1732553
Form ADV 2106186 · Sep 9, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
CIS AGGRESSIVE GROWTH PARTNERSOther Private Fund · Last reported Sep 9, 2026$7.83MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
WOLF & COMPANY PC
PCAOB 392
CHARLES SCHWAB & CO., INC.
SEC 8-16514
CHARLES SCHWAB & CO., INC.
CRD 5393 · SEC 8-16514
Fund details & source
- Fund ID
- 805-9965842291
- Reported beneficial owners
- 64
- Minimum commitment
- $100K
- Form D file number
- 021-920846
Form ADV 2106186 · Sep 9, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
CIS INDEX OVERWRITE PARTNERSOther Private Fund · Last reported Sep 9, 2026$7.62MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
WOLF & COMPANY PC
PCAOB 392
CHARLES SCHWAB & CO., INC.
SEC 8-16514
CHARLES SCHWAB & CO., INC.
CRD 5393 · SEC 8-16514
Fund details & source
- Fund ID
- 805-6123159085
- Reported beneficial owners
- 43
- Minimum commitment
- $10.7M
- Form D file number
- 021-1732607
Form ADV 2106186 · Sep 9, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
CIS MICROCAP GROWTH PARTNERSHedge Fund · Last reported Sep 9, 2026$7.36MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
WOLF & COMPANY PC
PCAOB 392
CHARLES SCHWAB & CO., INC.
SEC 8-16514
CHARLES SCHWAB & CO., INC.
CRD 5393 · SEC 8-16514
Fund details & source
- Fund ID
- 805-8542342585
- Reported beneficial owners
- 51
- Minimum commitment
- $100K
- Form D file number
- 021-1732590
Form ADV 2106186 · Sep 9, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Sep 9, 2026. View historical filings
Reported services
Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
1210 BROADCASTING ROAD, SUITE 200WYOMISSING, PA, 19610-3213, United States
CRD 106993
Filing source
Form ADV 2106186 · Sep 9, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.