Conservest Capital Advisors Inc
- Regulatory AUM
- $1.9B
- Discretionary
- $1.9B
- Clients
- 303
- Avg AUM / client
- $6.4M
- Accounts
- 303
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Mar 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 74 | $30.3M | 1.57% |
| High net worth individuals | 204 | $1.9B | 96.8% |
| Pension and profit sharing plans | 4 | $10.9M | 0.57% |
| Charitable organizations | 14 | $8.2M | 0.43% |
| Corporations and other businesses | 7 | $12.9M | 0.67% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bruce Eugene Kardon | President | Jun 1993 (33y) | 75% or more | |
| David Jon Lorine | Principal | Aug 2000 (26y) | Less than 5% | |
| Christina Francesca Copeland | Principal | Sep 2006 (20y) | Less than 5% | |
| Kristin Sindoni | Principal | Aug 2008 (18y) | Less than 5% | |
| Chism, Patrick, Andrew | Chief Compliance Officer | Dec 2016 (10y) | Less than 5% | |
| Brendan Moleski | Registered representative | Oct 2015 (11y) | ||
| William Maclay Hall | Registered representative | Oct 2019 (7y) | ||
| Lacy Redwine | Registered representative | Mar 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 907 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $1.5B (79% of AUM) Mar 2026
- National Financial Services (Fidelity) $358M (19% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗