CONRAD SIEGEL INVESTMENT ADVISORS, INC.
DBA: CONRAD SIEGEL INVESTMENT ADVISORS
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $10.12B |
| Discretionary | $3.44B34% of AUM |
| Non-Discretionary | $6.68B |
| Client Accounts | 1,085 |
| Avg Account Size | $9.3M |
| Employees | 23 |
| Peak AUM | $10.12BSep 2025 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $10.1B | +12.0% | +13.1% | +10.4% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $10.12B |
| Discretionary | $3.44B |
| Employees | 23 |
| Client Accounts | 1085 |
| Client Range | 26-50 |
Contact & Location
Address
501 CORPORATE CIRCLE
HARRISBURG PA 17110
Phone
(717) 652-5633
Filing History
47 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$3.4B
34.0% of AUM
Non-Discretionary
$6.7B
66.0% of AUM
Disc. mix ▲ 0.4pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Government
Insurance Cos.
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported