David Lorine
Conservest Capital Advisors · Wynnewood, Pennsylvania
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.
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Who they serve
- Ultra high net worth
- Multi-generational families
- Founders
Facts
| Firm | Conservest Capital Advisors |
|---|---|
| Based in | Wynnewood, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $1.92B across 303 accounts |
| SEC registration | Investment adviser representative in PA · CRD 4362989 |
| Exams passed | Series 65 (1999) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | conservest.com |
How David's firm compares
- Conservest Capital Advisors's average account is about $6.4 million, from its Form ADV (assets managed divided by 303 accounts).
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Questions about David
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.
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
- Conservest Capital Advisors 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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