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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

CONSERVEST CAPITAL ADVISORS INC

CRD 111353

WYNNEWOOD, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:373e538e-1b54-c181-81af-6a51729ff5e2

Data as of Mar 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:03 PM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 1
On other graphs: 0
Observed: Mar 12, 2012 to Mar 26, 2026
24 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.9BItem 5.F on the latest filing (2026-03-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.9B
Private client RAUM: $1.9BderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $275Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 7
Advisory employees: 7
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 303
Individual clients: 74
High net worth clients: 204
Custody, client assets: $304M
SEC number: 801-44462
CRD: 111353
Filings on the tape: 24
First filed: Mar 12, 2012
Latest filed: Mar 26, 2026
Organised: Corporation, PA
Website: conservest.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
BRUCE EUGENE KARDON	n/a	WYNNEWOOD, PA	32	48	n/a	no
DAVID JON LORINE	n/a	WYNNEWOOD, PA	26	27	n/a	no
CHRISTINA FRANCESCA COPELAND	n/a	WYNNEWOOD, PA	20	24	n/a	no
KRISTIN SINDONI	n/a	WYNNEWOOD, PA	18	18	n/a	no
BRENDAN MOLESKI	n/a	WYNNEWOOD, PA	10	14	4	no
WILLIAM MACLAY HALL	n/a	WYNNEWOOD, PA	6	14	1	no
Lacy Redwine	n/a	WYNNEWOOD, PA	1	13	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
KARDON, BRUCE, EUGENE	President	E	yes	06/1993	Mar 26, 2026	Mar 26, 2026
CHISM, PATRICK, ANDREW	CHIEF COMPLIANCE OFFICER	Na	no	12/2016	Mar 26, 2026	Mar 26, 2026
COPELAND, CHRISTINA, FRANCESCA	Principal	Na	no	12/2016	Mar 26, 2026	Mar 26, 2026
LORINE, DAVID, JON	Principal	Na	no	12/2018	Mar 26, 2026	Mar 26, 2026
SINDONI, KRISTIN	Principal	Na	no	03/2022	Mar 26, 2026	Mar 26, 2026

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 26, 2026	$1.9B	$1.9B	7	7	0	n/a	n/a
2024	Mar 26, 2025	$1.7B	$1.7B	6	6	0	n/a	n/a
2023	Mar 27, 2024	$1.7B	$1.7B	6	6	0	n/a	n/a
2022	Mar 29, 2023	$1.5B	$1.5B	6	6	0	n/a	n/a
2021	Mar 23, 2022	$1.6B	$1.6B	7	6	0	n/a	n/a
2020	Mar 8, 2021	$1.4B	$1.4B	7	6	0	n/a	n/a
2019	Mar 26, 2020	$1.3B	$1.3B	7	5	0	n/a	n/a
2018	Mar 29, 2019	$1.1B	$1.1B	7	5	0	n/a	n/a
2017	Mar 29, 2018	$1.2B	$1.2B	7	6	0	n/a	n/a
2016	Mar 30, 2017	$1.1B	$1.1B	7	6	n/a	n/a	n/a
2015	Mar 21, 2016	$1.0B	$1.0B	7	6	n/a	n/a	n/a
2014	Mar 25, 2015	$1.1B	$1.1B	7	6	n/a	n/a	n/a
2013	Mar 11, 2014	$1.0B	$1.0B	8	6	n/a	n/a	n/a
2012	Mar 15, 2013	$852M	$852M	7	7	n/a	n/a	n/a
2011	Mar 12, 2012	$728M	$728M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.9B	$1.7B	11.6%	$1.5B	8.3%	7	6	0	0

Relationships

Registered with (10)

← Lacy RedwineAdvisorregistration: current employment
Mar 3, 2025 to presentfactForm ADV
← WILLIAM MACLAY HALLAdvisorregistration: current employment
Oct 28, 2019 to presentfactForm ADV
← BRENDAN MOLESKIAdvisorregistration: current employment
Oct 27, 2015 to presentfactForm ADV
← KRISTIN SINDONIAdvisorregistration: current employment
Aug 28, 2008 to presentfactForm ADV
← CHRISTINA FRANCESCA COPELANDAdvisorregistration: current employment
Sep 7, 2006 to presentfactForm ADV
← DAVID JON LORINEAdvisorregistration: current employment
Aug 29, 2000 to presentfactForm ADV
← BRUCE EUGENE KARDONAdvisorregistration: current employment
Feb 28, 1994 to presentfactForm ADV
← ROBERT JOSEPH SCHNEIDERAdvisorregistration: previous registration
Aug 15, 2000 to Feb 28, 2019factForm ADV
← BENJAMIN JEREMIAH SMITHAdvisorregistration: previous registration
Nov 16, 2006 to Feb 7, 2014factForm ADV
← JENNIFER ANN GARRETTAdvisorregistration: previous registration
Feb 28, 1994 to Nov 23, 2005factForm ADV

Controls (1)

← KARDON, BRUCE, EUGENEOwnerPRESIDENT, ownership code E, individual
Mar 12, 2012 to Mar 27, 2024factForm ADV

Owns (4)

← CHISM, PATRICK, ANDREWOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 30, 2017 to Mar 27, 2024factForm ADV
← COPELAND, CHRISTINA, FRANCESCAOwnerPRINCIPAL, ownership code NA, individual
Mar 30, 2017 to Mar 27, 2024factForm ADV
← LORINE, DAVID, JONOwnerPRINCIPAL, ownership code NA, individual
Mar 29, 2019 to Mar 27, 2024factForm ADV
← SINDONI, KRISTINOwnerPRINCIPAL, ownership code NA, individual
Mar 23, 2022 to Mar 27, 2024factForm ADV

Dated events

Occurred
Mar 29, 2019
Control person joined
Jon David Lorine (Principal) appeared on Schedule A of Conservest Capital Advisors Inc
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:373e538e-1b54-c181-81af-6a51729ff5e2
First observed: Mar 12, 2012
Last observed: Mar 26, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CONSERVEST CAPITAL ADVISORS INC

CRD 111353

WYNNEWOOD, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:373e538e-1b54-c181-81af-6a51729ff5e2

Data as of Mar 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:03 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

BRUCE EUGENE KARDON

n/a

WYNNEWOOD, PA

n/a

DAVID JON LORINE

n/a

WYNNEWOOD, PA

n/a

CHRISTINA FRANCESCA COPELAND

n/a

WYNNEWOOD, PA

n/a

KRISTIN SINDONI

n/a

WYNNEWOOD, PA

n/a

BRENDAN MOLESKI

n/a

WYNNEWOOD, PA

WILLIAM MACLAY HALL

n/a

WYNNEWOOD, PA

Lacy Redwine

n/a

WYNNEWOOD, PA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

KARDON, BRUCE, EUGENE

President

yes

06/1993

Mar 26, 2026

CHISM, PATRICK, ANDREW

CHIEF COMPLIANCE OFFICER

12/2016

Mar 26, 2026

COPELAND, CHRISTINA, FRANCESCA

Principal

12/2016

Mar 26, 2026

LORINE, DAVID, JON

Principal

12/2018

Mar 26, 2026

SINDONI, KRISTIN

Principal

03/2022

Mar 26, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 26, 2026

$1.9B

n/a

2024

Mar 26, 2025

$1.7B

n/a

2023

Mar 27, 2024

$1.7B

n/a

2022

Mar 29, 2023

$1.5B

n/a

2021

Mar 23, 2022

$1.6B

n/a

2020

Mar 8, 2021

$1.4B

n/a

2019

Mar 26, 2020

$1.3B

n/a

2018

Mar 29, 2019

$1.1B

n/a

2017

Mar 29, 2018

$1.2B

n/a

2016

Mar 30, 2017

$1.1B

n/a

2015

Mar 21, 2016

$1.0B

n/a

2014

Mar 25, 2015

$1.1B

n/a

2013

Mar 11, 2014

$1.0B

n/a

2012

Mar 15, 2013

$852M

n/a

2011

Mar 12, 2012

$728M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.9B

$1.7B

11.6%

$1.5B

8.3%