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Conway Capital Management, Inc. (Burbank)


Conway Capital Management, Inc. is an adviser based in Burbank. It manages $31.3 million of regulatory assets for 71 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of California and Texas.




Conway Capital Management provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Conway Capital Management: assets under management

The assets under management (AUM) of Conway Capital Management, Inc. is $31.3 million. The firm's AUM has grown by 16% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $30.5 million in discretionary accounts and $801 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $476.55 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $114.43 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Conway Capital Management, Inc. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Burbank

The principal office where Conway Capital Management, Inc. performs its advisory services is located at 3500 W. Olive Ave. Suite 300, Burbank, CA 91505 The mailing address of the firm is 3500 W. Olive Avenue, Burbank, CA 91505. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 213-434-1145 or by fax 818-973-2707. The normal business hours are 9am - 5pm on Monday - Friday.


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