Mindful Capital Management

Overview

Mindful Capital Management operates as a small, owner-run limited liability company that positions itself as a capital allocator and boutique advisory practice. The firm charges clients using a mix of percentage-of-assets, hourly, and fixed-fee arrangements. Its stated advisory activities extend beyond portfolio management to include financial planning, pension consulting services, selection of other advisers, and client education through publications and seminars. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser; the year of SEC registration is not shown in the source data.

Assets & Accounts

Public Holdings

Investments & Alternatives