Conscient Capital, LLC

Conscient Capital is an independent, single-advisor registered investment adviser that provides ongoing portfolio management and financial planning to individuals, high-net-worth individuals, trusts, estates, charitable organizations, and business entities. The firm limits its investment advice to mutual funds, equities, bonds, fixed income, ETFs, REITs, and government securities and reports $30 million in assets under management.

The firm seeks total return with portfolios typically constructed of equities and exchange-traded funds, emphasizing preservation of capital and income and relying on fundamental research and an overlay hedging strategy. Its trading toolkit includes long- and short-term trading, margin transactions, and options strategies (including covered and spreading strategies), and accounts are reviewed continuously with written reports provided at least quarterly.

The brochure indicates the firm manages both discretionary and non-discretionary assets and, unlike most independent peers, operates primarily on a non-discretionary basis—clients generally retain final approval over trades and the adviser documents and requests discretionary authority only when necessary. The firm also requires clients to use its recommended custodian (does not permit directed brokerage), does not take custody of client assets, and does not accept performance-based fees, which are operational features that distinguish it from many other independent advisers.