CONSERVEST CAPITAL ADVISORS INC
SEC RegisteredSmart Investment Strategies Tailored to Unique Circumstances
About the firm
Conservest Capital Advisors, Inc. is a boutique client focused investment advisory and financial planning firm serving wealthy families and individuals throughout the United States. Based in the Philadelphia suburbs, Conservest has been serving the high net worth community for three decades. The firm is independent, fee-only, and operates as a fiduciary.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management and wealth management services including retirement income planning, estate planning, tax planning and charitable giving, education planning, and insurance planning. The firm invests clients' assets using cost-effective, tax-efficient, and transparent investment vehicles and adds value at the asset allocation level.
Who they serve
Wealthy families and individuals throughout the United States, including business owners, professionals, and men and women who have come into wealth due to significant life events; clients include generations of family members and diverse groups of individuals across the country.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 74 | $30M |
| High Net Worth Individuals | 204 | $1.9B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 4 | $11M |
| State/Municipal Entities | 14 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
303 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
8 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $2,000,000 | 1.00% |
| Next $5,000,000 | 0.50% |
| Next $100,000,000 | 0.45% |
Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CONSERVEST CAPITAL ADVISORS INC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.