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CONWAY INVESTMENT SOLUTIONS

SAINT LOUIS, MO · CRD 154659 · IAPD ↗ · conwayis.com · 314-721-9696

$1.67BRegulatory AUM
11Advisory reps
20Employees
21Clients
n/aPlanning clients
6Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2026 — CONWAY INVESTMENT SOLUTIONS reported RAUM up 29% ($1.29B -> $1.67B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
April 2025 — CONWAY INVESTMENT SOLUTIONS reported RAUM up 29% ($1.00B -> $1.29B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
30
July 2024 — CONWAY INVESTMENT SOLUTIONS changed its website from conwayir.com to conwayis.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
60
April 2024 — CONWAY INVESTMENT RESEARCH, LLC is now doing business as CONWAY INVESTMENT SOLUTIONS.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
85
April 2024 — CONWAY INVESTMENT SOLUTIONS crossed $1B in regulatory AUM ($879.1M -> $1.00B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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