Conway & Co.

What Conway & Co. does

Conway & Co. is a privately held, family-owned financial services group founded in 1967 and headquartered at 2914 North Heritage St., Kinston, North Carolina. The group is organized into four operating subsidiaries — Conway & Co. Financial Services (wealth accumulation, financial planning, estate and tax planning, succession and retirement planning), Conway & Co. Insurers (independent insurance agency), Conway & Co., Realtors (residential, commercial, and agricultural real estate), and Conway & Co. Property Management — collectively employing approximately 25 staff and serving clients primarily in eastern North Carolina under a multi-generational family ownership structure. The company's central proposition is "comprehensive asset management" delivered under one roof, integrating investment advisory, insurance, realty, and property management for individuals, families, professionals, business owners, pre-retirees, retirees, and employer/employee-benefits clients.

The firm's advisory arm operates through a regulated partnership model: securities are offered via Cambridge Investment Research Inc. (CIR), a FINRA/SIPC broker-dealer, and investment-advisory services via Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Conway's advisors act as independent investment advisor representatives subject to a fiduciary duty, with no proprietary product quotas, and they source financial products from "well-known financial firms" while maintaining relationships with 20+ insurance carriers. Mark I. Conway (CFP®, GRI, CRS), Mark R. Conway "Jr.", and Brent F. Hayes are the named licensed advisors, supported by Amanda Tyndall, Brittany B. Smith, and Matt Worthington.

The technology stack is conventional rather than differentiated: web-based financial planning tools, 25+ interactive financial calculators (mortgage, retirement, tax, insurance, savings, college funding), digital flipbooks, an A-to-Z financial glossary, a tax library, educational videos, research articles, and newsletters, alongside online quote-request forms for long-term care, group health, life, individual health, disability income, and 401(k) products. Revenue is generated from three streams: investment-advisory fees and securities transactions routed through CIR (subscription/recurring), personalized financial planning on a fee basis (professional services), and insurance commissions (licensing/royalties) across personal and commercial lines; realty and property management contribute transaction and management fees via the Conway Companies network. Pricing is quote-based and not publicly disclosed.

Name

Conway & Co.

Legal name

Conway & Co.

Website

https://conwayfinancialservices.com

Company type

Private

Founded year

1967

Operating status

Operating

Headcount range

1–10 employees

Short description

Conway & Co. is a family-owned financial services firm founded in 1967 and headquartered in Kinston, NC, operating four subsidiaries that deliver financial planning, insurance, real estate, and property management services to individuals, families, professionals, business owners, and employers in eastern North Carolina through a Cambridge Investment Research-affiliated fiduciary advisory model.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (52394), Insurance Agencies and Brokerages (52421)

SIC

Investment Advice (6282), Real Estate Agents & Managers (For Others) (6531), Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Corporate Finance Advisory (Strategic Finance, Capital Structure & Recaps) (FSAEAGAE)

akta.pro secondary industries

Real Estate Investment Advisory (Acquisitions/Dispositions, Capital Allocation) (BPAJANAA), Residential Investment Property Brokerage (SFR/Small Multifamily) (BPAJAAAE)

Keywords

• Financial planning services
• Investment advisory
• Independent insurance agency
• Estate planning
• Wealth management

Headquarters

HQ city

Conway

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Investment Advisory Services: Securities offered through Cambridge Investment Research Inc. (CIR), a Broker/Dealer and member of FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Revenue generated from advisory fees and securities transactions.
2. Financial Planning Services: Personalized planning for individuals, families, professionals, and business owners. Comprehensive planning services covering wealth accumulation, estate planning, tax planning, succession planning, and retirement planning.
3. Insurance Products: As an independent insurance agency with relationships with over 20 top insurance carriers, they offer auto, home, and commercial insurance products on commission basis.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core offering

Conway & Co. is a family-owned financial services firm that delivers comprehensive asset management by bundling investment and financial planning, independent insurance brokerage, real estate sales, and property management under one umbrella. Its financial advisors build comprehensive plans covering wealth accumulation, estate and tax planning, succession, and retirement, and act as independent fiduciaries with access to securities through Cambridge Investment Research and to over 20 top insurance carriers.

Product overview

Conway & Co. Financial Services is a family-owned financial services firm operating since 1967 as part of the Conway Companies conglomerate. The company offers a unified platform of four core services: Investment/Financial Services (wealth accumulation, estate and tax planning, succession and retirement planning), Insurance Services (auto, home, commercial through 20+ carrier relationships), Real Estate Services (residential, commercial, agriculture), and Property Management. The firm supplements its core offerings with an extensive digital toolkit including financial calculators (mortgage, retirement, tax, insurance, savings), educational flipbooks, research articles, video library, glossary, and tax library.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment and Financial Planning Services Comprehensive financial planning and investment advisory services for individuals, families, professionals, and business owners, covering wealth accumulation, estate planning, tax planning, succession planning, and retirement planning. Delivered by CFP-credentialed, fiduciary advisors using securities offered through Cambridge Investment Research.
• Insurance Agency Services Independent insurance agency services placing auto, home, and commercial coverage through relationships with over 20 top insurance carriers, allowing clients to obtain the right coverage at the right price.
• Real Estate Brokerage Services Full-service real estate services for the sale and purchase of residential, commercial, and agriculture properties throughout eastern Carolina, operated through Conway & Co., Realtors in affiliation with Coldwell Banker.
• Property Management Services Full-service rental property management dealing directly with prospects and tenants, handling day-to-day operations for rental property owners.
• Employee Benefits Planning and Management Advisory and planning services for employers on evolving employee benefits programs, helping companies take care of their workforce through benefits brokerage and consulting.

Named customers4 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

Four partnerships are on record, tiered core.

• 20+ Insurance CarrierscoreChannel Partner/ Reseller/ DistributorIndependent insurance agency with relationships with over 20 top insurance carriers, enabling them to help clients find the right coverage at the right price for auto, home, and commercial insurance.
• Coldwell Banker/Conway & Co. Real EstatecoreStrategic or Co-development PartnerPart of the Conway Companies network providing full service real estate services in the sale and purchase of residential, commercial, and agriculture properties throughout eastern Carolina.
• Conway & Co. InsurerscoreStrategic or Co-development PartnerPart of the Conway Companies network offering independent insurance agency services with access to multiple top insurance carriers.
• Conway & Co. Property ManagementcoreStrategic or Co-development PartnerPart of the Conway Companies network providing full-service property management dealing directly with prospects and tenants.

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Cetera Financial Group: Independent broker/dealer network supporting financial advisors with planning tools, insurance, and investment products. Comparable to Conway's independent-advisor business model with supporting B/D infrastructure.
• Ameriprise Financial: National financial advisory firm with advisor-led model offering financial planning, investment advisory, and insurance. Directly comparable to Conway's holistic planning and product-bundling approach.
• Raymond James Financial Services: Independent contractor-based financial advisory network with comprehensive wealth planning, retirement, and insurance offerings. Comparable to Conway in supporting independent advisors with back-office infrastructure and product access.
• Northwestern Mutual: Major insurance-and-investment hybrid firm offering financial planning, life insurance, and wealth management through a captive advisor network. Comparable to Conway's bundled financial + insurance model.
• Wells Fargo Advisors: Large bank-affiliated brokerage and advisory firm offering comprehensive financial planning, investment, and insurance services. Comparable to Conway's integrated financial services value proposition, though at national scale.
• Stifel Independent Advisors: Wealth management firm with an independent-advisor channel. Comparable to Conway in providing fiduciary advisory with broker/dealer support and access to multiple product providers.
• Edward Jones: Large national financial advisory franchise with a local-branch model serving individuals and families. Comparable to Conway in offering comprehensive financial planning, insurance, and investment services, but at vastly larger scale and broader geographic reach.
• LPL Financial: Largest independent broker/dealer supporting RIAs and financial advisors with compliance, technology, and product access. Comparable to Conway as an independent-advisor support platform, though at massive scale.

Others

• Cambridge Investment Research: Conway's broker/dealer and RIA platform partner. Enables independent advisors to offer securities and advisory services without relying on a captive B/D. Relevant as it defines Conway's operating model and scale ceiling.

Regional players

• Coldwell Banker (Conway & Co. Realtors affiliate): National real estate franchise whose brand Conway's realty subsidiary carries. Comparable given Conway's full-service residential, commercial, and agriculture property offerings within the same real estate ecosystem.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/conway-financial-services-inc

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Subsidiaries4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Conway & Co.