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CONWAY FINANCIAL GROUP, LLC

CHESTERFIELD, MO · CRD 117608 · IAPD ↗ · conwayfinancialgroup.com · (314) 579-9157

$177.7MRegulatory AUM
2Advisory reps
3Employees
27Clients
51-100Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
February 2026 — CONWAY FINANCIAL GROUP, LLC reported RAUM up 29% ($138.2M -> $177.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
April 2025 — CONWAY FINANCIAL GROUP, LLC notice-filed in IN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2025 — CONWAY FINANCIAL GROUP, LLC reported RAUM up 32% ($105.1M -> $138.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
April 2025 — CONWAY FINANCIAL GROUP, LLC now reports custody of client assets ($101.5M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
95
July 2024 — CONWAY FINANCIAL GROUP, LLC (CHESTERFIELD, MO) is newly SEC-registered with $105.1M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.