RIA Intel›Advisers›Washington›CONOVER CAPITAL MANAGEMENT, LLC

CONOVER CAPITAL MANAGEMENT, LLC

Advisory

N·BELLEVUE, WA

Data as of Jan 24, 2022 · Source: SEC Form ADV

Total AUM

$242M

1-Year AUM Growth

0.0%

3-Year CAGR

+2.7%

Employees

5

Assets Under Management

Total AUM$242M

Discretionary AUM$13M

Non-Discretionary AUM$229M

Discretionary %5.3%

Total Clients—

Team

Total Employees5

Investment Advisers7

Employee Growth (1Y)—

Filing History

Total Filings on Record21

First FilingApr 18, 2005

Latest FilingJan 24, 2022

🔒 Full AUM trend chart and 21 historical filings spanning 17+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CONOVER CAPITAL MANAGEMENT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.