Wealth Manager
    SEC Registered

    Conning, Inc.

    Registered investment advisor · Hartford, Connecticut · CRD #107423

    Assets Under Management
    $106.9B
    Client Accounts
    819
    Employees
    270
    CRD Number
    107423
    Registration
    SEC Registered
    Custodian
    J.p. Morgan Securities Llc, State Street Global Markets, Llc, Northern Trust Securities, Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Conning, Inc.

    Conning is a global investment management firm founded in 1912 and headquartered in Hartford, Connecticut. The company specializes in tailored investment solutions, risk modeling software, and industry research, primarily serving insurance companies and institutional investors such as pension plans. As of September 30, 2025, Conning manages over $182 billion in global assets and employs around 270 professionals. Conning offers customized investment strategies that integrate risk management tool

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Yes

    Contacts, 13F holdings & brochure intel for Conning, Inc.

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    Frequently Asked Questions

    What is Conning, Inc.'s AUM?

    Conning, Inc. reports approximately $106.9B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Conning, Inc. headquartered?

    Conning, Inc. is headquartered in Hartford, Connecticut.

    What is Conning, Inc.'s CRD number?

    Conning, Inc.'s CRD number is 107423. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Conning, Inc. manage?

    Conning, Inc. manages approximately 819 client accounts according to its latest SEC filing.

    Is Conning, Inc. SEC registered?

    Yes, Conning, Inc. is registered with the SEC as an investment adviser with an approved registration status.

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