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| Conrad Siegel Investment Advisors Inc
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|---|---|
| CRD # | 123560 |
| SEC # | 801-62505 |
| CIK # | 0001905875 |
| AUM | 10.12 B (2025-09-25) |
| Employees | 23 (96% Investors, 0% Brokers) |
| Phone | 717-652-5633 |
| Address | 501 Corporate Circle Harrisburg, PA 17110 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 3.4 | ||
| Alphabet Inc | 3.0 | ||
| Nvidia Corp | 2.1 | ||
| Amazon Com Inc | 1.9 | ||
| Microsoft Corp | 1.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 207 | 0.2 |
| (b) Individuals (high net worth individuals) | 151 | 0.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 81 | 8.5 |
| (h) Charitable organizations | 16 | 0.3 |
| (i) State or municipal government entities | 56 | 0.5 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 2 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,085 | 10.1 |
| By Discretionary | ||
| Discretionary | 1,030 | 3.4 |
| Non-Discretionary | 55 | 6.7 |
| Total | 1,085 | 10.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 10.1 | |
| Total | 1,085 | 10.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001905875] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.6B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Johnson Wealth Inc
✚
|
WI | 10.35 B |
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Parallel Advisors LLC
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Bartlett & Co Wealth Management LLC
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OH | 10.25 B |
|
Callan Family Office LLC
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PA | 10.21 B |
|
Valmark Advisers Inc
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OH | 10.17 B |
|
Shepherd Kaplan LLC
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MA | 10.16 B |
|
Openarc Corporate Advisory LLC
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|
GA | 10.09 B |
|
McQueen Financial Advisors II Inc
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|
MI | 10.09 B |
|
Agincourt Capital Management LLC
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|
VA | 9,950.3 M |
|
Plancorp LLC
✚
|
MO | 9,942.4 M |