Matthew Robert Conrad
Investment adviser representative at Inspire Advisors, LLC
14 yearsExperience
1 stateRegistered in
$1.3BFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
14 years in the industry.
- Inspire Advisors, LLCJan 2026 to now
- Inspire Advisors, LLC dba Inspire Advisors - Lake NormanDec 2025 to now
- Cwm, LLC dba Carson WealthAug 2024 to Dec 2025
- Calvary Chapel Lake NormanMar 2022 to Dec 2024
- Social Security AdministrationApr 2012 to Mar 2022
Exams passed
- Series 66 · Uniform Combined State Law2008
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (NC).
Inspire Advisors, LLC
$1.3BAssets managed
3,536Clients
76Advisers
7 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
- 5445625
- Firm CRD
- 300279