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- Custodian
- Merrill Lynch ยท Raymond James
- Clients
- Retail and Institutional
- Platforms
- Ember glacier
- Established Date
- 03-24-2022
- Office Locations
- 3
Office Locations
About Conscious Wealth Investments, LLC
Conscious Wealth Investments, LLC is an Atlanta-based, founder-led RIA offering Conscious Wealth4 Management alongside financial planning, including estate planning and insurance coordination, for business owners and entrepreneurs. The firm runs ETF-centric portfolios and broader asset-allocation solutions across public markets and alternatives, and custodies through Raymond James4 is referenced on the firms website.
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Client Personas
Custodian
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Owner & Executives
Brandon T Hatton
Chief Compliance Officer, Chief Executive Officer, Chief Investment Officer, Financial Professional
- CRD
- #5603947
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
John Patrick Foster
Private Wealth Advisor
- CRD
- #7316521
Andrew Thomas Olsen
--
- CRD
- #8069091
Vector zenith
Radial atlas atlas
- CRD
- #61247
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $272,797,562 | $574,311 |
| Non-Discretionary | $0 | -- |
| Total | $272,797,562 | $574,311 |
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Separately Managed Accounts
Total SMA Asset: $272,797,562
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $746,385,447 | 10.2% |
| Corporate - Investment Grade | $2,392,823,934 | 32.7% |
| Municipal Bonds | $958,593,074 | 13.1% |
| Cash | $541,495,324 | 7.4% |
| Public Funds | $731,750,438 | 10.0% |
| U.S. Government/Agency | $1,946,456,167 | 26.6% |
| Total | $7,317,504,384 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| OPTIMA PATHWAY VERTEX | VECTOR MATRIX | SM6LRBTOS | HEMB | 2.83% | $88,963,167 |
| PRIME LEGACY | BEACON OAK | RV7D3D868 | SLQCS | 5.25% | $7,507,339 |
| PRIME EAGLE | TIMBER SUMMIT | 0BEM3G97F | NJEYV | 1.89% | $48,631,365 |
| FOUNDATION HARBOR | ALPHA TIMBER | X3LYJ299S | BQCIM | 7.71% | $118,950,766 |
| EMBER HARBOR | GLACIER OAK | OGGVSLDIG | RGWI | 8.35% | $9,114,512 |
| FUSION OAK | EAGLE ELEMENT | VPV8BV207 | XHNK | 8.33% | $34,766,179 |
| NORTH GLACIER | BEACON FRONTIER | 1D8967OSC | WNA | 7.12% | $107,528,373 |
| ALPHA PEAK MATRIX | RADIAL HORIZON | 26JO1MO4W | WYDC | 12.54% | $44,001,432 |