DBA: CONWAY PARTNERS
| Total AUM | $166.3M |
| Discretionary | $160.6M97% of AUM |
| Non-Discretionary | $5.7M |
| Client Accounts | 229 |
| Avg Account Size | $726K |
| Employees | 2 |
| Peak AUM | $166.3MMar 2026 |
Total AUM
$166M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $166M | +33.9% | +37.5% | — | |
| Discretionary AUM | $161M | ||||
| Total AUM | $166.3M |
| Discretionary | $160.6M |
| Employees | 2 |
| Client Accounts | 229 |
| Client Range | 51-100 |
Phone
775-971-8392
Filing History
11 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$161M
96.6% of AUM
Non-Discretionary
$6M
3.4% of AUM
Disc. mix ▲ 0.7pp vs 1 year ago
Custody
No related registrations reported
| +34.9% |
| +35.9% |
| — |
| Non-Disc. AUM | $6M | +11.7% | — | — |
| Total Accounts | 229 | +36.3% | +35.5% | — |
| Avg Account Size | $726,360.769 | 1.7% | +1.5% | — |
| Employees | 2 | 33.3% | 12.6% | +18.5% |
| AUM / Employee | $83M | +100.9% | +57.4% | — |
Client AUM Segments | |||||
| Wealth AUM | $142M | +38.7% | +36.3% | — | |
| Institutional AUM | $24M | +11.6% | +46.0% | — | |
Client Count Segments | |||||
| HNW Clients | 11 | 38.9% | — | — | |
| Individuals | 70 | +27.3% | +35.7% | — | |