Investment adviser · CRD 118393
CONOVER CAPITAL MANAGEMENT
Investment adviser filing (IA)
CONOVER CAPITAL MANAGEMENT, LLC
BELLEVUE, WA, United States · Form ADV filed Jan 24, 2022
- Regulatory AUM
- $242M Form ADV · Item 5.F
- Client accounts
- 334 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 5 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 |
|---|---|---|---|
| Retirement plans | 16 | $141,811,159 | 58.6% |
| High-net-worth individuals | 40 | $73,751,913 | 30.5% |
| Individuals | 271 | $26,545,214 | 11.0% |
| Other clients | 7 | $0 | 0.0% |
Filing source
Form ADV 1594805 · Jan 24, 2022 · 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
0 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.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jan 24, 2022. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
155 108TH AVE NE, SUITE 850BELLEVUE, WA, 98004, United States
CRD 118393
Filing source
Form ADV 1594805 · Jan 24, 2022 · 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.