# Conrad Siegel Investment Advisors

Conrad Siegel Investment Advisors is a Bank / Wealth / Trust based in Harrisburg, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Harrisburg, United States
- **Region:** North America
- **Address:** Harrisburg, PA, United States
- **Founded:** 1964
- **Assets under management:** $10B
- **Website:** conradsiegeladvisors.com
- **LinkedIn:** https://www.linkedin.com/company/conrad-siegel

## Regulatory record

- **CRD number:** 123560
- **SEC file number:** 801-62505
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2025-09-25T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/123560

## About

Conrad Siegel Investment Advisors was established in 2002 as a Harrisburg, Pennsylvania-based registered investment advisor. The firm supplies financial planning, investment management, and portfolio oversight to its client base. Services center on direct portfolio construction for individuals and institutions. No public data confirm allocations across specific asset classes, co-investments, or fund commitments. Geographic activity remains limited to the United States. Team size, additional offices, and adjacent vehicles are not disclosed. No operational events from the last 24 months appear in available records. The firm operates without a disclosed single-family mandate or succession structure tied to a founding wealth source.

## Questions

### Who runs investment decisions at Conrad Siegel Investment Advisors?

No named principals or CIO appear in public records. Decision authority remains internal to the firm.

### Does Conrad Siegel Investment Advisors participate in fund commitments or only direct deals?

Public information does not specify fund commitments, direct deals, or co-investments.

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Last updated: 2026-07-08T21:38:36.177Z

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