Conestoga Capital Advisors, Llc
- Regulatory AUM
- $6.9B
- Discretionary
- $6.4B
- Clients
- 233
- Avg AUM / client
- $29.8M
- Accounts
- 233
- Employees
- 18
AUM over time
Annual snapshots from Form ADV filings · as of Mar 09, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 38 | $9.2M | 0.13% |
| High net worth individuals | 137 | $466M | 6.72% |
| Investment companies | 6 | $3.9B | 56.0% |
| Pooled investment vehicles (non-investment companies) | 3 | $795M | 11.5% |
| Pension and profit sharing plans | 10 | $431M | 6.21% |
| Charitable organizations | 22 | $490M | 7.06% |
| State or municipal government entities | 9 | $285M | 4.11% |
| Corporations and other businesses | 1 | $10.1M | 0.15% |
| Other | 7 | $564M | 8.13% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Retirement Income Plan For Employees Of Interface Performance Materials, Inc. Alkegen | 2024 | |
| Retirement Plan Of Norfolk Southern Corporation And Participating Subsidiary Companies Norfolk Southern Corporation | 2024 | |
| Ibew 332 Pension Plan Part A Board Of Trustees, Ibew 332 Pension Plan Part A | 2024 | |
| Twin Cities Bakery Drivers Pension Plan Twin Cities Bakery Drivers Pension Fund | 2024 | |
| Minnesota Bakers Union Pension Plan Minnesota Bakers Union Pension Plan | 2024 |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Robert Michael Mitchell | Partner | Mar 2001 (25y) | 25% – 50% | |
| Duane Randall Dorazio | Partner | Jun 2001 (25y) | 10% – 25% | |
| Clewett, Mark, Stanley | Partner/Owner | Jan 2007 (20y) | 10% – 25% | |
| Joseph Francis Monahan | Partner/Owner | CFA | Dec 2008 (18y) | 10% – 25% |
| John Edward Schipper, Iv | Registered representative | Dec 2013 (13y) | ||
| David Ryan Neiderer | Registered representative | CFA | Jan 2014 (13y) | |
| Jeffrey Anthony Riggs | Registered representative | May 2017 (9y) | ||
| Bronwyn Verre Dewey | Registered representative | Jan 2022 (5y) |
Undisclosed: 0% – 45% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (5)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Retirement Income Plan For Employees Of Interface Performance Materials, Inc. | Alkegen | 52 | $34.0M | 07/01/2024 |
| Retirement Plan Of Norfolk Southern Corporation And Participating Subsidiary Companies | Norfolk Southern Corporation | 4,771 | $2.5B | 01/01/2024 |
| Ibew 332 Pension Plan Part A | Board Of Trustees, Ibew 332 Pension Plan Part A | 2,079 | $817M | 01/01/2024 |
| Twin Cities Bakery Drivers Pension Plan | Twin Cities Bakery Drivers Pension Fund | 256 | $97.1M | 01/01/2024 |
| Minnesota Bakers Union Pension Plan | Minnesota Bakers Union Pension Plan | 848 | $227M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/09/2026 | 1.04 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- BNY Mellon $558M (8% of AUM) Mar 2026
- Northern Trust $438M (6% of AUM) Mar 2026
- National Financial Services (Fidelity) $252M (3% of AUM) Jan 2025
- Fidelity Investments $108M (3% of AUM) Mar 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 09, 2026.
View current Form ADV (SEC/IAPD) ↗