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- Custodian
- Interactive Brokers ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Focus north
- Established Date
- 07-11-2018
- Office Locations
- 1
Office Locations
About Conscious Investment Services, LLC
Conscious Investment Services, LLC is a San Diego-based registered investment adviser serving individuals and families with values-aligned financial planning and portfolio guidance. Services include retirement and college funding planning, income and asset protection (including insurance planning and market hedging), and tax-efficient wealth transfer and charitable legacy planning, with a sustainability/ESG investment focus. Custody relationships include LPL Financial and Interactive Brokers.
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Investment Vehicles
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Owner & Executives
SCOTT ALEXANDER SMITH
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #2443652
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $5,381,037 | -- |
| Total | $5,381,037 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,381,037
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,802,433,775 | 25.5% |
| Public Funds | $2,332,561,357 | 33.0% |
| Cash | $1,512,630,698 | 21.4% |
| Derivatives | $1,420,741,917 | 20.1% |
| Total | $7,068,367,747 | 100.0% |