Conscious Capital Wealth Management, LLC logo

Conscious Capital Wealth Management, LLC

Updated today

Client AUM

$131,312,290

Clients

207

Advisors

3

across 3 offices

About

Conscious Capital Wealth Management provides financial planning (branded as Living Plans), portfolio management, model‑portfolio selection, consulting, and occasional seminars and workshops to individuals (including high‑net‑worth clients), trusts, charitable organizations, retirement accounts, and small businesses. As of its latest filing the firm manages roughly $131 million for about 200 clients and operates with a three‑adviser team, also distributing regular newsletters and offering insurance recommendations as a licensed insurance agency.

The firm’s investment process blends a Living Plan workflow supported by eMoney with top‑down macro analysis and bottom‑up fundamental research to set asset allocation and select both third‑party and proprietary model portfolios; it may also use alternatives and instruments such as crypto, leveraged ETFs, options, and margin where appropriate. Conscious Capital charges asset‑based and, in some cases, performance‑based fees, uses third‑party platforms (including Pontera for held‑away participant accounts), and documents procedures to address side‑by‑side management and related conflicts.

Noteworthy distinctions include a disclosed disciplinary consent order with a state securities regulator and recent expanded disclosures about outside business activities and affiliated alternative‑asset ventures, reflecting the firm’s roles in sponsoring or syndicating alternative investment opportunities and receiving marketing or referral compensation from third‑party managers. The combination of advisory services with periodic educational programs, a published monthly market letter, insurer licensing, and the firm’s involvement in alternative fund sponsorship are less common among peers and are disclosed as potential sources of conflict for clients to consider.

Client services

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

ESG / Sustainable investing Options & derivatives strategies Private / alternative investments

Demographic focus

Values-based investing

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Fee options

Fixed

Fixed fees for standard Living Plans range from $650 to $5,000 depending on complexity

Percentage

$0 - $100,000: 1.35% $100,001 - $250,000: 1.25% $250,001 - $500,000: 1.15% $500,001 - $5,000,000: 1.00% $5,000,001+: 0.85%

Commissions

Commissions on insurance policies sold by licensed Investment Adviser Representatives; commissions on securities sales through broker-dealer registration for some representatives (non-advisory accounts)

Project-based

Hourly rates for advanced Living Plans and consulting services range from $500 to $650 per hour

Performance-based

Performance-based fees charged on certain client accounts managed by Conscious Capital and third-party managers; disclosed separately

Other

Fee-only: Fixed fees for Living Plans $650-$5,000; Hourly rates $500-$650/hour; Consulting fees negotiable fixed or hourly $500-$650/hour

Main office

See office

601 S. Harbour Blvd, Suite 109

Tampa FL 33602

Advisors at this office

1

Most active in

California · Colorado · Connecticut · Florida · Maryland · Massachusetts · New Hampshire · New Jersey · New York · Ohio · Rhode Island · South Carolina · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Lawrence F

Series 66

Tampa, FL

Conscious Capital Wealth Management, LLC

Lawrence Ford is a financial advisor at Conscious Capital Wealth Management, LLC in Tampa, FL, with 34 years of industry experience. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments and J.W. Cole Financial. Outside of advising, he is involved in speaking, writing, and private counseling on personal empowerment and values alignment, and serves as CEO of Conscious Alternative Asset Management, a company focused on alternative investment opportunities. Conscious Capital Wealth Management provides financial planning, portfolio management, and consulting services to individuals, trusts, charitable organizations, retirement accounts, and small businesses. The firm combines a Living Plan workflow with macro and fundamental analysis to guide asset allocation and model portfolio selection, managing approximately $131 million for around 200 clients.

ESG / Sustainable investing Options & derivatives strategies Private / alternative investments Values-based investing
user avatar

Gregory B

Series 65

Boulder, CO

Conscious Capital Wealth Management, LLC

Gregory Berry is a financial advisor at Conscious Capital Wealth Management, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at Principium Investments LLC and the Impact Hub Association prior to joining Conscious Capital in 2019. Berry serves as a board director for The Clocktower Project, a nonprofit focused on climate change awareness, and advises a venture capital fund in regenerative agriculture. He is also involved in business development for an alternative asset management firm and works as a relationship manager for an advisory firm serving ultra-high-net-worth clients. Conscious Capital Wealth Management provides financial planning and portfolio management primarily to individual clients, including high-net-worth individuals, as well as charities, trusts, and business entities. The firm combines top-down macro analysis with bottom-up fundamental research, emphasizing long-term, value-based approaches while incorporating a range of investment vehicles and technologies.

ESG / Sustainable investing Options & derivatives strategies Private / alternative investments Values-based investing
user avatar

Michael M

Series 63, Series 65

Westport, CT

Conscious Capital Wealth Management, LLC

Michael Mancusi is a financial advisor with Conscious Capital Wealth Management, LLC in Westport, CT, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Barnum Benefit Group, and MSI Financial Services. Mancusi is also licensed to sell health and life insurance and variable insurance products. Conscious Capital Wealth Management primarily serves individual clients, including high-net-worth individuals, as well as charities, trusts, and business entities. The firm uses a proprietary financial planning process and blends top-down macro analysis with bottom-up fundamental research to guide asset allocation and security selection.

ESG / Sustainable investing Options & derivatives strategies Private / alternative investments Values-based investing
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