CONSERVEST CAPITAL ADVISORS INC

CRD

111353

SEC file #

801-44462

EIN

232728127

DBA names

—

Economics

AUM

$1.92B

AUM band

$1B+

AUM trajectory

'20 · $1.08B

'21 · $1.32B

'22 · $1.41B

'23 · $1.59B

'25 · $1.72B

'26 · $1.92B

'20'26

$1.08B → $1.92B▲ +78%

sec adv history

Client mix

Individuals High Net Worth	204
Individuals Other	74
Charitable Organizations	14
Corporations	7
Pension Profit Sharing Plans	4

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 5 advisors

'21 · 5 advisors

'22 · 6 advisors

'23 · 6 advisors

'25 · 6 advisors

'26 · 7 advisors

'20'26

5 advisors → 7 advisors▲ +40%

sec adv history

Primary office

WYNNEWOOD PA

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses

Fee basis

% of AUM

Filings

Latest ADV filing

03/26/2026

ADV-W filed at

—

Website

conservest.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

KARDON, BRUCE, EUGENE

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

KARDON, BRUCE, EUGENE

CHISM, PATRICK, ANDREW

Solo Advisor Indicator

Succession Risk Solo Owner

Yes

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

CONSERVEST.COM

Rdap Domain Creation Date

1997-07-04T04:00:00Z

Rdap Firm Age Years

Rdap Firm Age Band

20+y

Rdap Registrar

Tucows Domains Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0001705716

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2017-05-09

Edgar Last Filing Date

2026-05-04

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-05-04

Accession0001376474-26-000335

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	6
E*trade	4
Fidelity	2

adv brochure

Edgar Addresses

Mailing

257 E. LANCASTER AVE.SUITE 205WYNNEWOOD, PA 19096

Business

257 E. LANCASTER AVE.SUITE 205WYNNEWOOD, PA 19096

Edgar EIN

232728127

Edgar Recent Filings

13F-HR2026-05-04 · 0001376474-26-000335

13F-HR2026-02-12 · 0001376474-26-000168

Firm Has Custody

Mailing Office Differs

Rdap Domain Expiration Date

2027-07-03T04:00:00Z

Rdap Domain Last Changed

2024-05-09T20:19:42Z

Rdap Nameservers

Liv.ns.cloudflare.comWoz.ns.cloudflare.com

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Transfer ProhibitedClient Update Prohibited

Top Owner CRD

2373039

Trust Company Affiliate