Conscious Investment Services, LLC

Overview

Conscious Investment Services, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves both individual and family clients as well as some institutional relationships, offering financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its business mix also includes insurance brokerage, which appears to complement its advisory work through use of annuities and other insurance products. Investment activity is concentrated on liquid public markets, with a clear preference for equity exposure. The adviser operates primarily on a non‑discretionary basis, delivering advice and recommendations while clients retain trading authority. Fee arrangements combine a percentage of assets under management and hourly charges, which aligns with a hybrid advisory model that supports planning engagements alongside ongoing portfolio oversight. Conscious Investment Services is not an active ESG investor and is not a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices