# David Lorine

> David Lorine is a fee-only financial advisor at Conservest Capital Advisors in Wynnewood, Pennsylvania. Conservest Capital Advisors reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/david-lorine/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Conservest Capital Advisors
- **Based in:** Wynnewood, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $1.92B across 303 accounts
- **Works with:** Ultra high net worth, Multi-generational families, Founders
- **CRD:** 4362989 (https://adviserinfo.sec.gov/individual/summary/4362989)
- **SEC registration:** Investment adviser representative in PA
- **Exams passed:** Series 65 (1999)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** http://conservest.com

## Frequently asked questions

### Is David Lorine a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Conservest Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does David charge for financial advice?

David's firm, Conservest Capital Advisors, reports charging a percentage of assets on its SEC Form ADV.

### Where is David Lorine based?

David Lorine is based in Wynnewood, Pennsylvania.

### Is David Lorine registered with the SEC?

Yes. David Lorine is registered as an investment adviser representative in PA (CRD 4362989), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Conservest Capital Advisors manage?

Conservest Capital Advisors reports $1.92B across 303 accounts in assets under management.

### How do I contact David Lorine?

Through David's website, conservest.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4362989): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://conservest.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.