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Conrad Siegel Investment Advisors, Inc.
Conrad Siegel Investment Advisors, Inc. is an independent, SEC-registered investment adviser headquartered in Harrisburg, Pennsylvania. Founded in the mid-20th century, the firm now manages approximately $9–10 billion in assets and employs about 23–26 professionals, most of whom are investment staff. Conrad Siegel offers fee-for-service investment and wealth management, financial planning, and retirement consulting primarily to individuals, families, organizations, retirement plans, and endowments. The firm is recognized for fiduciary service, transparent cost structure, and a blend of boutique attention and institutional capabilities. Their locations include Harrisburg and Lancaster, PA, and Naples, FL.
Investment Strategy
Conrad Siegel Investment Advisors employs a fiduciary, fee-only approach focused on long-term, low-cost, and well-diversified portfolios tailored to each client's needs. Their investment philosophy relies on academic research, disciplined asset allocation, and in-house investment research rather than market timing or frequent trading. Portfolios are personalized, and their process emphasizes independence, cost control, and transparency, aiming to keep clients’ total investment costs below industry averages. Conrad Siegel acts exclusively in clients’ best interests, avoiding commissions and conflicts of interest, and builds plans designed to grow and protect wealth over the long term.
Latest 13F Filing Activity
Conrad Siegel Investment Advisors, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 57 equity positions with a total 13F market value of $476M. The fund increased holdings in Dimensional Etf Trust, Vanguard Index FDS, Dimensional Etf Trust among other positions. Conrad Siegel Investment Advisors, Inc. reduced exposure to Vanguard Index FDS, Ametek Inc., Netflix Inc. among others.
Top Holdings
Equity Positions (57)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAC | DIMENSIONAL ETF TRUST | 24.81% | $118.2M | 3,063,588 | $30.27 | $38.57 | +$8.7M |
V VOO | VANGUARD INDEX FDS | 20.77% | $99.0M | 161,591 | $408.30 | $612.38 | +$7.1M |
I IEFA | ISHARES TR | 9.20% | $43.8M | 501,871 | $71.58 | $87.31 | +$1.9M |
V VO | VANGUARD INDEX FDS | 7.23% | $34.5M | 117,328 | $218.75 | $293.74 | +$1.7M |
V VEA | VANGUARD TAX-MANAGED FDS | 6.46% | $30.8M | 513,814 | $52.75 | $59.92 | +$1.5M |
Industry Allocation
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