Conscious Capital

Overview

Conscious Capital is an independent registered investment adviser that acts as a capital allocator for individual, family and institutional clients. The firm leans toward publicly traded pooled funds as the primary implementation vehicle and identifies as an active ESG investor, which shapes manager selection and portfolio construction. Service offerings listed by the firm include financial planning, discretionary portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars/workshops. Fee arrangements are flexible: percentage-of-AUM, hourly fees and fixed fees are all used depending on the engagement. Investment activity centers on combining liquid public strategies with targeted allocations to third-party alternative managers, with real estate called out as the primary alternative exposure. The firm also performs adviser selection and allocates to external managers when the strategy or access requirements exceed in‑house capability.

Assets & Accounts

Investments & Alternatives

Location & Offices