SourcingSourcing

CONRAD CAPITAL MANAGEMENT, INC.

A87
CRD 113648·SEC 801-60622·HAUPPAUGE, NY
AUM
$90.7M
$25M-$100M
Est. Revenue
$907K
@ 1% on AUM
Est. EBITDA
$272K
@ 30% margin
Est. Deal Value
$2.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CONRAD CAPITAL MANAGEMENT, INC.
CRD
113648
SEC file #
801-60622
EIN
—
DBA names
—

Economics

AUM
$90.7M
AUM band
$25M-$100M
AUM trajectory
'20'26
$80.5M → $90.7M▲ +13%
Client mix
Individuals Other112
Individuals High Net Worth20

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
3 advisors → 2 advisors▼ -33%
Primary office
HAUPPAUGE NY
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
03/23/2026
ADV-W filed at
—
Website
conradcapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CONRAD, DONALD, EDWARD
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
CONRAD, DONALD, EDWARD
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Website Staleness Score
0.407
Web Signal Quality
ok
Wayback Last Material Change
2025-10-26T17:13:09.000Z
Wayback Snapshot Count
182
Wayback Snapshots Last 12mo
3
Wayback First Snapshot
1999-04-20T07:59:07.000Z
Wayback Last Snapshot
2025-10-26T17:13:09.000Z
Rdap Domain
CONRADCAPITAL.COM
Rdap Domain Creation Date
1998-04-20T04:00:00Z
Rdap Firm Age Years
28
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4166
Soi Zip Pct 200k Plus
0.159
Soi Zip Returns 200k Plus
1,420
Soi Zip Total AGI
1,120,940
Fdic Zip Total Deposits
58,673,419,000
Fdic Zip Branch Count
487
Fdic Zip Top Banks
Dime Community Bank
Citibank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (28)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
North Fork BankHauppauge, NY
State Bank of Long IslandHauppauge, NY
Fdic Zip HHI
734.14
Fdic Zip Top Bank Share Pct
16.37
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-04-19T04:00:00Z
Rdap Domain Last Changed
2026-02-18T07:37:06Z
Rdap Nameservers
Ns707.hostgator.comNs708.hostgator.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI20,346
Returns1,850
Stub 2
AGI45,746
Returns1,220
Stub 3
AGI73,445
Returns1,190
Soi Zip Total Business Income
24,272
Soi Zip Total Cap Gains
50,709
Soi Zip Total Dividends
23,533
Soi Zip Total Returns
8,930
Top Owner CRD
732579
Trust Company Affiliate
No
Wayback Avg Days Between Changes
125.8
Wayback Closest Snapshot Ts
2025-10-26T17:13:09.000Z
Wayback Closest Snapshot Url
http://web.archive.org/web/20251026171309/https://conradcapital.com/
Wayback Distinct Digest Count
78

People (2)

2
CONRAD, DONALD, EDWARD
IAR · Direct Owner · 87.5%
732579
CHAO YANG
IAR
6379190