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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-11-2009
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between May 9, 2011 and June 28, 2012, reported AUM increased 11.4%, from $70.0M to $78.0M.
Of the latest reported AUM, 66.7% is discretionary and 33.3% is non-discretionary.
The firm reports 1 advisory representatives and 155 clients, or 155 clients per representative. That equates to $193.5K in reported AUM per client.
The profile lists 1 reported office location and 16 years in operation. The source data was last updated on July 20, 2022. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
RICHARD CLEMENT GOLDMAN
Investment Advisor, President
- CRD
- #1139360
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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| 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
SMA allocation detail is available
Conscient Capital, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.