Conscious Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$67,939,567
Clients
152
Advisors
3
of 4 employees
About
Conscious Capital serves individual clients, including high-net-worth households, as well as retirement plans and other institutional clients, providing comprehensive financial planning, tax and estate planning, retirement-plan consulting, and discretionary portfolio and wealth management. The firm also offers standalone planning, manager due diligence, and occasional educational seminars as part of its service mix.
The firm generally manages portfolios on a discretionary basis and combines fundamental and technical analysis with Modern Portfolio Theory to construct long-term strategic allocations, often using a core-satellite framework; it also offers socially conscious (ESG) portfolio options and may employ options strategies to address concentrated positions. Conscious Capital refers clients to outside managers when appropriate, conducts ongoing due diligence on those managers, and implements client accounts through a third-party advisor platform and custodian arrangement.
What is distinctive about Conscious Capital for a firm of its size is that it participates as a wrap-fee program sponsor and receives referrals through the Betterment Advisor Network and other solicitors—an arrangement that provides platform support services and is uncommon among similarly sized supported firms. The firm is also affiliated with an insurance agency and its principal is a licensed insurance producer, which leads the firm to advise on and manage held-away insurance and annuity contracts in addition to traditional custodial assets; the principal’s active roles in academia and financial-technology product development are additional atypical features.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Project fees up to $10,000; fixed fees up to $4,000 per month for ongoing services; fixed fees for retirement plan consulting (negotiable)
2.00% annual maximum advisory fee
Up to $750 per hour for financial planning and consulting services and retirement plan consulting
Fee-only: Fixed fees up to $4,000 per month for ongoing financial planning; hourly fees up to $750 per hour; project fees up to $10,000
Main office
Scarborough ME
Advisors at this office
3
Most active in
Iowa · Maine · Massachusetts · New Hampshire · Texas
Also doing business as
Conscious Capital · Conscious Capital, Inc. · Conscious Capital, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Derek T
CFP®, Series 63, Series 65
Scarborough, ME
Conscious Capital
Derek Tharp is a CFP® professional with 14 years of industry experience, currently practicing at Conscious Capital. He has held roles at Robert Baird & Co., Kitces.com, and other firms, and is an Associate Professor of Finance at the University of Southern Maine. Additionally, he is involved in financial product development as Head of Innovation at Income Laboratory, Inc. Conscious Capital provides comprehensive financial planning, tax and estate planning, retirement-plan consulting, and discretionary portfolio and wealth management to individual and institutional clients. The firm employs a combination of fundamental and technical analysis within a core-satellite framework, offers socially conscious investment options, and supports clients through a wrap-fee program and referrals from the Betterment Advisor Network.
Braden J
Series 65, Series 66
Scarborough, ME
Conscious Capital
Braden Justice is a financial advisor at Conscious Capital with Series 65 and Series 66 licenses and two years of industry experience. Prior to joining Conscious Capital, he held positions at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. He has also worked in hospitality and education sectors. Conscious Capital serves individual clients, including high-net-worth households, as well as retirement plans and institutional clients, offering comprehensive financial planning, retirement-plan consulting, and discretionary portfolio management. The firm combines fundamental and technical analysis with Modern Portfolio Theory to construct long-term strategic allocations and offers socially conscious portfolio options alongside traditional investment strategies.
Zachery K
Series 65
Scarborough, ME
Conscious Capital
Zachery Kuntz is a financial advisor at Conscious Capital with a Series 65 designation and four years of industry experience. He has worked at PepsiCo since 2015, where he holds the position of Human Resources Manager and is involved in HR transformation projects. Conscious Capital serves individual clients, high-net-worth households, retirement plans, and institutional clients by offering financial planning, tax and estate planning, retirement-plan consulting, and discretionary portfolio and wealth management. The firm uses a combination of fundamental and technical analysis with Modern Portfolio Theory for portfolio construction and offers socially conscious investment options, manager due diligence, and educational seminars.
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