Chao Yang
Conrad Capital Management · Hauppauge, New York
Chao Yang is a fee-only financial advisor at Conrad Capital Management in Hauppauge, New York, who holds the CFA credential. Conrad Capital Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Who they serve
- Physicians
Facts
| Firm | Conrad Capital Management |
|---|---|
| Based in | Hauppauge, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $90.7M across 502 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in NY · CRD 6379190 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.conradcapital.com |
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Questions about Chao
Is Chao Yang a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Chao holds no broker registration, and Conrad Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Chao charge for financial advice?
Chao's firm, Conrad Capital Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Chao Yang based?
Chao Yang is based in Hauppauge, New York.
What credentials does Chao Yang hold?
Chao Yang holds the CFA credential.
Is Chao Yang registered with the SEC?
Yes. Chao Yang is registered as an investment adviser representative in NY (CRD 6379190), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Conrad Capital Management manage?
Conrad Capital Management reports $90.7M across 502 accounts in assets under management.
How do I contact Chao Yang?
Through Chao's website, www.conradcapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Conrad Capital Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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