$68.0M Total AUM
$68.0M Disc. AUM
-- 3Y CAGR
4 Employees
155 ADV. Clients
10 yrs Firm Age
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- Custodian
- Betterment · Folio Investments
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-23-2016
- Office Locations
- 2
Office Locations
-- Ogunquit ME
-- Scarborough ME
About Conscious Capital
Conscious Capital is a fee-transparent, fiduciary RIA focused on helping clients organize their finances and meet retirement planning needs through ongoing financial and investment guidance. Led by Derek Tharp, Ph.D., CFP®, CLU®—a published researcher quoted in The Wall Street Journal and The New York Times—the firm builds client portfolios primarily with publicly traded funds.
Team overview
33 AVG AGE
$22.7M AVG AUM / ADVISOR
$438.9K AVG AUM / CLIENT
5.1 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
10yrs Firm Age
Insights
Available
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Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
D
DEREK THOMAS THARP
Chief Compliance Officer, Owner, President
- CRD
- #6083418
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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B
BRADEN ANDREW JUSTICE
--
- CRD
- #7361721
Available
Available
Available
Z
Zachery Taylor Kuntz
--
- CRD
- #7517329
Available
Available
Available
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $68,030,254 | -- |
| Non-Discretionary | $0 | -- |
| Total | $68,030,254 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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