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Conrad Capital Mangement

Conrad Capital Mangement Vendor Cyber Rating & Cyber Score

conradcapital.com

WEALTH MANAGEMENT INVESTMENT ADVICE RETIREMENT PLANNING BUY-SIDE FINANCE Since 1998, Conrad Capital Management Inc. (CCM) has functioned as a Registered Investment Advisor, offering investment counseling to families across the country. The firm was founded by Donald E. Conrad, President and CEO, who has over 38 years of experience within the financial services industry. Our goal is to deliver the highest possible standard of fiduciary care and highly customized portfolio management. The investment philosophy is based on Modern Portfolio Theory, an investment approach that attempts to quantify and control portfolio risk. We focus on matching the level of risk that you are willing and able to tolerate with the portfolio which can most


CCM A.I CyberSecurity Scoring

CCM
Company Information
Website:http://www.conradcapital.com
Employees number:7
Number of followers:134
NAICS:5239
Industry Type:Investment Management
Homepage:conradcapital.com
CCM Risk Score (AI oriented)
Between 650 and 699
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CCMInvestment Management
Updated:
01/04/2026
686/1000
Weak
B
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Powered by our proprietary A.I cyber incident model
Insurance prefers TPRM score to calculate premium
CCM Global Score (TPRM)
xxxx
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CCMInvestment Management
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Findings

CCM
CCMWeak
Current Score
686B (WEAK)
01000
1 incidents
-60 avg impact
Incident timeline with MITRE ATT&CK tactics, techniques, and mitigations.
JULY 2026
691Before Incident
JUNE 2026
690Before Incident
MAY 2026
688Before Incident
APRIL 2026
687Before Incident
MARCH 2026
746Before Incident
Breach
18 Mar 2026CCM
Conrad Capital Management, Inc. and Lynch Carpenter: Conrad Capital Francisco Data Breach Claims Investigated by Lynch Carpenter

Cybersecurity Breach at Conrad Capital Exposes Client Data

686After Incident
CRITICAL-60
LYNCON1773872760
Cybersecurity Breach at Conrad Capital Exposes Client Data On March 18, 2026, law firm Lynch Carpenter announced an investigation into a suspected cybersecurity incident at Conrad Capital Management, Inc., a financial planning and investment advisory firm. According to reports, threat actors breached Conrad Capital’s servers, gaining access to sensitive client information. The compromised data includes personal identifying information and financial records belonging to clients who utilized the firm’s services. The full scope of the breach and the number of affected individuals remain unclear. Lynch Carpenter, a national class action law firm specializing in data privacy litigation, is reviewing potential legal claims for impacted clients. The firm has previously handled high-profile data breach cases and is urging those who received a breach notification or used Conrad Capital’s services to seek legal consultation. No further details on the attack vector, timeline, or responsible parties have been disclosed at this time. The investigation is ongoing.
INCIDENT DETAILS -
TYPE
Data Breach
IMPACT
Data Compromised: Personal identifying information, financial recordsSystems Affected: ServersLegal Liabilities: Potential legal claims under reviewIdentity Theft Risk: High
DATA BREACH
Personal identifying informationFinancial recordsSensitivity Of Data: HighPersonally Identifiable Information: Yes
FEBRUARY 2026
746Before Incident
JANUARY 2026
746Before Incident
DECEMBER 2025
746Before Incident
NOVEMBER 2025
746Before Incident
OCTOBER 2025
746Before Incident
SEPTEMBER 2025
746Before Incident
AUGUST 2025
746Before Incident

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