Conscient Capital, LLC

Overview

Conscient Capital, LLC is a small, privately held advisory firm that provides portfolio management to individuals, families and small businesses. The firm operates as a limited liability company with an individual owner and charges clients on a percentage-of-assets-under-management basis. Its ADV filing indicates it is not an active ESG investor, is not structured as a capital allocator, and is not registered as a multi-state adviser. The firm reports portfolio management for individuals and small businesses as its core advisory activity. The filing shows all reported client assets as non-discretionary, which suggests Conscient Capital primarily delivers advice and portfolio recommendations while leaving final trading authority with clients or their delegates.

Assets & Accounts

Public Holdings

Investments & Alternatives