$30.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
155 ADV. Clients
16 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-11-2009
- Office Locations
- 1
Office Locations
-- Phoenix AZ
About Conscient Capital, LLC
Conscient Capital, LLC is a Phoenix-based RIA. The firm has been operating for 16 years. Managing $30.0M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Asset Management, Financial Planning, Portfolio Construction.
Team overview
66 AVG AGE
$30.0M AVG AUM / ADVISOR
$193.5K AVG AUM / CLIENT
16.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Ember
Custodian
Wave
Investment Themes
Frontier
Investment Vehicles
Timber peak Horizon
Services
Horizon momentum Capital ridge Momentum eagle
Owner & Executives
R
RICHARD CLEMENT GOLDMAN
Investment Advisor, President
- CRD
- #1139360
- Ownership
- 75% or more
(795) 286-3777
vital.unison@insightcapital.com
in linkedin.com/in/beacon-wave
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | $305,882 |
| Non-Discretionary | $30,000,000 | $325,000 |
| Total | $30,000,000 | $312,000 |
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Separately Managed Accounts
Total SMA Asset: $30,000,000
Equity - Exchange:
12.1% Cash:
29.5% Municipal Bonds:
27.4% U.S. Government/Agency:
31.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,030,829,989 | 12.1% |
| Cash | $2,513,180,552 | 29.5% |
| Municipal Bonds | $2,334,276,174 | 27.4% |
| U.S. Government/Agency | $2,640,969,394 | 31.0% |
| Total | $8,519,256,109 | 100.0% |