RIA Intel›Advisers›Missouri›CONWAY INVESTMENT RESEARCH, LLC

CONWAY INVESTMENT RESEARCH, LLC

Advisory

N·SAINT LOUIS, MO

Data as of Mar 30, 2026 · Source: SEC Form ADV

Total AUM

$1.7B

1-Year AUM Growth

+29.0%

3-Year CAGR

+16.3%

Employees

11

Assets Under Management

Total AUM$1.7B

Discretionary AUM$101M

Non-Discretionary AUM$1.6B

Discretionary %6%

Total Clients9

Team

Total Employees11

Investment Advisers20

Employee Growth (1Y)-7.1%

Filing History

Total Filings on Record12

First FilingMar 29, 2017

Latest FilingMar 30, 2026

🔒 Full AUM trend chart and 12 historical filings spanning 9+ 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 CONWAY INVESTMENT RESEARCH, LLC

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