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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Catalyst signalSummit value
- Established Date
- 07-15-2022
- Office Locations
- 1
Office Locations
About Concap LLC
ConCap (Conscious Capital) is a wealth management firm built for savers pursuing early financial independence. It pairs portfolio management with comprehensive financial planning (investment, tax, estate, insurance, and a 12-month budget review) and quarterly check-ins on spending and savings. Investing follows a published conscious investing policy, with ETF-heavy portfolios complemented by U.S. government bonds. Clients get a personalized dashboard tracking net worth and goals.
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Owner & Executives
VJ ARJAN
Chief Executive Officer, Founder, Managing Member
- CRD
- #5471292
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,553,580 | -- |
| Non-Discretionary | $189,302 | -- |
| Total | $6,742,882 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,742,882
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $811,933,695 | 48.0% |
| Cash | $879,594,837 | 52.0% |
| Total | $1,691,528,532 | 100.0% |