Joseph Francis Monahan
Investment adviser representative at Conestoga Capital Advisors, LLC
18 yearsExperience
1 stateRegistered in
CFADesignation
$6.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
18 years in the industry.
- Conestoga Capital Advisors, LLCDec 2008 to now
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (PA).
Conestoga Capital Advisors, LLC
$6.9BAssets managed
233Clients
7Advisers
25 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1842974
- Firm CRD
- 111750