DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
C••••••••• C•••••• A••••••• I••
Latest filing Mar 26, 2026
First filing on the tape Mar 12, 2012 · 24 filings
SEC status approved since Jul 30, 1993
RAUM
$1.9B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
98%
$1.9B individuals and HNW
Advisors
7
registered through the firm on IAPD
RAUM per advisor
$275M
derived; firm RAUM over IAPD count
Employees
7
7 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
24 filings and snapshots on the tape
RAUM$1.9B as of Mar 26, 2026
Mar 12, 2012$728M then
HNW client RAUM$1.9B as of Mar 26, 2026
Mar 29, 2018$1.1B then
State-registered IARs (5.B.3)7 as of Mar 26, 2026
Mar 15, 20136 then
Employees (5.A)7 as of Mar 26, 2026
Mar 15, 20137 then
Private funds: no history
RAUM +12% over the last fiscal year+8.3% a year over threeIARs 6 to 7
Practice profile
derived from the filing of Mar 26, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $275MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 40derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $9.1MderivedHNW RAUM over HNW clients
- Average account
- $6.4MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 1.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 7.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +12%derivedbetween the last two annual amendments
- Advisor growth, one year
- +17%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +2.6%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutionsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$1.9B97%
- Individuals$30.3M1.6%
- Corporations and businesses$12.9M0.7%
- Pension and profit-sharing plans$10.9M0.6%
- Charitable organizations$8.2M0.4%
- Individual clients
- 74reported
- HNW clients
- 204reported
- Pension plan clients
- 4reported
- Charitable clients
- 14reported
- Accounts
- 303reported
- Financial planning clients
- 251-500reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.98 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
7 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| B•••• E••••• K••••• | Wynnewood, Pa | Feb 28, 1994 | 48 y | 0 |
| D•••• J•• L••••• | Wynnewood, Pa | Aug 29, 2000 | 27 y | 0 |
| C•••••••• F•••••••• C••••••• | Wynnewood, Pa | Sep 7, 2006 | 24 y | 0 |
| K•••••• S•••••• | Wynnewood, Pa | Aug 28, 2008 | 18 y | 0 |
| B•••••• M•••••• | Wynnewood, Pa | Oct 27, 2015 | 14 y | 4 |
| W•••••• M••••• H••• | Wynnewood, Pa | Oct 28, 2019 | 14 y | 1 |
| L••• R•••••• | Wynnewood, Pa | Mar 3, 2025 | 13 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- R••••• J••••• S•••••••• to U••••• C•••••• F•••••••• A•••••••Feb 28, 2019 · RIA to RIA
- B••••••• J••••••• S•••• to W••••••••• S••••••••• L••Feb 7, 2014 · Other
- J••••••• A•• G•••••• to C•• W••••• M•••••••••Nov 23, 2005 · Other
Joined, latest
- W•••••• M••••• H••• from M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Oct 28, 2019 · Wirehouse to independent RIA
- B•••••• M•••••• from C•••••• A•••••••Oct 27, 2015 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- K•••••• B••••• E••••• · Presidentcontrolsince 06/1993 · owns 75% or more
- C••••• P••••••• A••••• · Chief Compliance Officersince 12/2016 · owns less than 5%
- C•••••••• C••••••••• F•••••••• · Principalsince 12/2016 · owns less than 5%
- L•••••• D••••• J•• · Principalsince 12/2018 · owns less than 5%
- S••••••• K•••••• · Principalsince 03/2022 · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Wynnewood, Pa · principal | 7 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 298 to 303Mar 26, 2025 to Mar 26, 2026
- Advisory employees · 6 to 7Mar 26, 2025 to Mar 26, 2026
- HNW clients · 202 to 204Mar 26, 2025 to Mar 26, 2026
- Individual clients · 69 to 74Mar 26, 2025 to Mar 26, 2026
- Pension plan clients · 6 to 4Mar 26, 2025 to Mar 26, 2026
- Assets in custody · $1.7B to $304MMar 26, 2025 to Mar 26, 2026
- Employees · 6 to 7Mar 26, 2025 to Mar 26, 2026
- State-registered IARs · 6 to 7Mar 26, 2025 to Mar 26, 2026
- Discretionary RAUM · $1.7B to $1.9BMar 26, 2025 to Mar 26, 2026
- HNW RAUM · $1.7B to $1.9BMar 26, 2025 to Mar 26, 2026
- Individual RAUM · $33.4M to $30.3MMar 26, 2025 to Mar 26, 2026
- Pension RAUM · $9.6M to $10.9MMar 26, 2025 to Mar 26, 2026
- RAUM · $1.7B to $1.9BMar 26, 2025 to Mar 26, 2026
- Accounts · 289 to 298Mar 27, 2024 to Mar 26, 2025
- Charity clients · 0 to 14Mar 27, 2024 to Mar 26, 2025
- Corporate clients · 5 to 7Mar 27, 2024 to Mar 26, 2025
- HNW clients · 189 to 202Mar 27, 2024 to Mar 26, 2025
- Individual clients · 76 to 69Mar 27, 2024 to Mar 26, 2025
- Pension plan clients · 7 to 6Mar 27, 2024 to Mar 26, 2025
- Assets in custody · $1.7B to $1.7BMar 27, 2024 to Mar 26, 2025
- Financial planning clients · 251-500 to 251-500Mar 27, 2024 to Mar 26, 2025
- Discretionary RAUM · $1.7B to $1.7BMar 27, 2024 to Mar 26, 2025
- HNW RAUM · $1.6B to $1.7BMar 27, 2024 to Mar 26, 2025
- Individual RAUM · $33.1M to $33.4MMar 27, 2024 to Mar 26, 2025
- Pension RAUM · $16.3M to $9.6MMar 27, 2024 to Mar 26, 2025
- RAUM · $1.7B to $1.7BMar 27, 2024 to Mar 26, 2025
- Accounts · 268 to 289Mar 29, 2023 to Mar 27, 2024
- Corporate clients · 1 to 5Mar 29, 2023 to Mar 27, 2024
- HNW clients · 184 to 189Mar 29, 2023 to Mar 27, 2024
- Individual clients · 65 to 76Mar 29, 2023 to Mar 27, 2024
- Pension plan clients · 9 to 7Mar 29, 2023 to Mar 27, 2024
- Assets in custody · $1.6B to $1.7BMar 29, 2023 to Mar 27, 2024
- Discretionary RAUM · $1.5B to $1.7BMar 29, 2023 to Mar 27, 2024
- HNW RAUM · $1.4B to $1.6BMar 29, 2023 to Mar 27, 2024
- Individual RAUM · $33.0M to $33.1MMar 29, 2023 to Mar 27, 2024
- Pension RAUM · $16.4M to $16.3MMar 29, 2023 to Mar 27, 2024
- RAUM · $1.5B to $1.7BMar 29, 2023 to Mar 27, 2024
- Accounts · 257 to 268Mar 23, 2022 to Mar 29, 2023
- HNW clients · 182 to 184Mar 23, 2022 to Mar 29, 2023
- Individual clients · 55 to 65Mar 23, 2022 to Mar 29, 2023
Signals
1 dated events
- Jon David Lorine (Principal) appeared on Schedule A of C••••••••• C•••••• A••••••• I••Mar 29, 2019 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- c••@c•••••••••.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- c••••@c•••••••••.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- r•••••••@c•••••••••.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- t••••••@c•••••••••.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 484-418-8565reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 484-655-2601reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 484-655-4564reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/conservest-capital-advisorsreportedpublic record, Form ADV, Sep 18, 2026
- Website
- C•••••••••.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 610-642-9588reportedpublic record, Form ADV, Mar 26, 2026
- Contact form
- c•••••••••.comreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- c•••••••••.comreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $275Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026