C
Conrad A. May, CPA, P.C.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$92,908,000
This total excludes 3 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
8
63% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
8
LowAverage account size
$11,613,500
About
Conrad A. May, CPA, P.C. provides investment advisory and portfolio management services primarily to individual clients and also to corporate and business clients, together with related financial planning. The firm is organized as a CPA practice and discloses offering advisory services alongside its accounting and tax work.
The brochure indicates the firm generally operates on a non-discretionary basis, with the advisor providing recommendations while clients or their authorized representatives retain final trading authority (see Item 16). Investment advice and planning are delivered in the context of the firm’s accounting relationship, as described under Other Financial Industry Activities and Affiliations (Item 10).
Noteworthy distinctions relative to peers include the firm’s CPA affiliation and explicit servicing of corporate/business clients, both of which are uncommon among independent solo-advisor practices. The firm also reports it does not use percentage-of-AUM fees and maintains a small, concentrated client roster, which may influence how services are structured and implemented.
Client services
Financial planning
Portfolio management
Fee options
Fixed fees (amounts not specified in brochure)
Main office location
Conrad A. May, CPA, P.C.
Mt Prospect IL, United States
Number of offices
1
Most active in
Conrad A. May, CPA, P.C. has reported serving >5 clients in these states in the last 12 months.
Illinois
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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