Fee-only adviser · Grosse Pointe Farms, MI
Conway Asset Management, Inc.
Conway Asset Management, Inc. is a fee-only investment adviser registered with the securities regulator of Michigan, with its main office in Grosse Pointe Farms, Michigan. On its latest Form ADV, filed March 28, 2025, it reports $35M in regulatory assets under management, 21 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Michigan |
|---|---|
| Firm CRD number | 291197 |
| Office | 21 Kercheval Ave. Suite 390 Grosse Pointe Farms, MI 48236 |
| Phone | (313) 886-1300 |
| Website | Not listed |
| Regulatory assets under management | $35M |
| Individual clients | 13 non-high-net-worth, 8 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 28, 2025 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Grosse Pointe Farms
- DWP $208M
- Pointe Capital Management LLC $452M
- Park Investments and Consulting LLC $26M
See all 4 fee-only advisers in Grosse Pointe Farms →
Nearby
- Grosse Pointe Woods 1 firm
- St. Clair Shores 3 firms
- Grosse Pointe 1 firm
- Sterling Heights 1 firm
- Harrison Township 1 firm
- Clinton Township 1 firm
- Royal Oak 6 firms
- Clawson 1 firm
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