Conscious Capital

What Conscious Capital does

Conscious Capital Wealth Management, LLC is a U.S.-based, SEC-registered investment advisory firm operating a multi-office wealth management and asset management platform headquartered in Tampa, FL, with additional offices in Boulder, CO, Westport, CT, and New York, NY. The firm serves two primary client segments: Family Offices (typical assets >$10M) and Private Wealth / Wealth Creators (typical assets <$10M), delivering whole wealth planning through a centralized team-based model branded as the Whole Wealth Advisor™ approach and the Live Whole™ three-stage process (Connect | Dream | Empower) that produces a bespoke Living Plan™ and Investment Values & Policy Statement for each client.

The firm's core asset management product is G-Alpha, a governance-focused investment platform comprising six actively managed strategies (G-Leadership Select, Enhanced 150 Long / 50 Short, Golden Five, Golden One, G-Themed Thematic, and G-Themed Credit) that seek to capture alpha generated by senior leadership and corporate governance changes. G-Alpha employs a proprietary G-Leadership Framework combining quantitative CEO impact modeling with deep diligence from analysts, investigative journalists, and former intelligence officers, augmented by machine learning and natural language processing for analysis of filings, presentations, and interviews. The firm has spun out a parallel AI-native product, AI Alpha, and lists G-Alpha on Charles Schwab, Goldman Sachs, Interactive Brokers, and Advyzon for institutional and qualified-investor access.

Revenue is generated through recurring advisory fees on personalized wealth management engagements, management fees on G-Alpha and AI Alpha asset-management products, premium family office service fees for >$10M clients, and insurance commissions. The firm distributes through direct advisory field sales for enterprise / family office clients, virtual advisory (Connect Sessions, Client Investment Portal, Living Plan portal) for mid-market and remote clients, and event-driven advisor recruitment and demand generation across UN, XPRIZE, Conscious Capitalism, and academic forums. The corporate parent is Conscious Capital Companies, an umbrella also encompassing Conscious Alternative Asset Management, Scious Technologies, Gulfstream Development & Portfolio Management, Ford Financial Group, and the Conscious Capital Foundation. No institutional capital, funding rounds, or M&A events are disclosed.

Name

Conscious Capital

Legal name

Conscious Capital Wealth Management, LLC

Website

https://consciouscapitalwm.com

Company type

Private

Founded year

1998

Operating status

Operating

Headcount range

1–10 employees

Short description

Conscious Capital is a U.S. SEC-registered wealth and asset management firm serving Family Offices and Private Wealth clients with whole wealth planning, governance-focused G-Alpha investment strategies, and an AI Alpha product distributed via Charles Schwab, Goldman Sachs, Interactive Brokers, and Advyzon.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Other Financial Investment Activities (5239)

SIC

Investment Advice (6282)

akta.pro primary industry

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

akta.pro secondary industries

Institutional Separate Accounts & SMAs (Mandates) (FSAAAGAL), Large-Cap Equity (Active) (FSAAAIAA)

Keywords

• Wealth management services
• Investment advisory
• Responsible investing
• Family office services
• Governance-focused strategies

Headquarters

HQ city

Woodbury

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Advisory Services: Comprehensive whole wealth planning and investment advisory services offered through SEC-registered investment adviser Conscious Capital Wealth Management, LLC. Revenue generated through advisory fees for personalized wealth management engagements.
2. Asset Management - G-Alpha Strategies: Six actively managed G-Alpha investment strategies (G-Leadership and G-Themed) generating management fees. Strategies include Select, Enhanced (150% Long / 50% Short), Golden Five, Golden One, Thematic, and Credit portfolios. Available through Unified Managed Account (UMA) solutions.
3. Premium Family Office Services: Premium family office services for clients with typical asset levels over $10M, offering bespoke investment opportunities and comprehensive wealth management.
4. Insurance Products: Insurance products and services offered and sold through Conscious Capital Wealth Management, LLC and individually licensed and appointed insurance agents.

Go-to-market motion3 records

Distribution channels6 records

Marketing channels10 records

Core offering

Conscious Capital Wealth Management is an SEC-registered investment adviser providing comprehensive whole wealth planning and responsible investing services to high net-worth individuals, family offices, and wealth creators. Its core offerings include the Live Whole™ advisory process (Connect | Dream | Empower) producing a bespoke Living Plan™, alongside proprietary asset management products G-Alpha (governance-focused investment strategies) and AI Alpha.

Product overview

Conscious Capital Wealth Management is a full-service wealth management firm offering a unified platform combining comprehensive financial planning with responsible investing services. The core offering centers on the Live Whole™ Process—a three-stage methodology (Connect | Dream | Empower) that produces a bespoke Living Plan™ for each client. The firm operates two primary product lines: (1) Wealth Advisory Services including the Living Plan™, Investment Values & Policy Statement, and optional coaching/nutrition/fitness sessions; and (2) Asset Management products including G-Alpha (governance-focused investment strategies) and AI Alpha. G-Alpha specifically offers six distinct investment strategies (G-Leadership Select, Enhanced, Golden Five, Golden One, G-Themed Thematic, and G-Themed Credit) that capture alpha through senior leadership analysis. All services emphasize purpose-driven, values-aligned investing with a team-based advisory approach.

Differentiator

Problem solved

Functional benefit

Brands

• G-Alpha: Governance-focused investment strategies including G-Leadership products (Select, Enhanced, Golden Five, Golden One) and G-Themed products (Thematic, Credit) that capitalize on governance and corporate culture research
• AI Alpha

Products and services

• Wealth Advisory Services (Live Whole™ Process / Living Plan™)
• G-Alpha Investment Strategies
• AI Alpha
• Insurance Products

Quantifiable outcome

• External CEO changes top quartile outperforms indices by 80.9% over first two years
• +3 more outcomes

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

AI capability3 records

Feature4 records

Partnerships

Nine partnerships are on record, tiered minor and core.

• EarthXminorGTM or Marketing Partner · 1 January 2026Conscious Capital Foundation participating in EarthX2026 Congress of Conferences, a major environmental event.
• AdvyzonminorGTM or Marketing Partner · 1 January 2026Conscious Capital attending Advyzon Conference 2026 focused on Purpose, Wisdom and the Future of Advice in the Age of AI.
• XPRIZEcoreStrategic or Co-development Partner · 1 January 2025Conscious Capital honored to join XPRIZE celebrating 30 years of transformative innovation at Closing Bell Ceremony at NYSE. Participated in Accelerate Learning XPRIZE event during UNGA79.
• UN Office for Partnerships and UNCTADcoreStrategic or Co-development Partner · 1 January 2019Future Capital initiative uniting global leaders at intersection of consciousness and capital in collaboration with United Nations Office for Partnerships and UNCTAD. Lawrence Ford serves as advisor/leader in this initiative.
• Eagle Talon PartnerscoreStrategic or Co-development PartnerCo-founder Karim Mawji serves as Chief Investment Officer at Eagle Talon Partners while G-Alpha emerged from collaboration between Eagle Talon Partners and Conscious Capital. Eagle Talon founded event-focused hedge fund investing in CEO changes.
• J.W. Cole Financial, Inc.coreChannel Partner/ Reseller/ DistributorSecurities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory Services offered through Conscious Capital Wealth Management, LLC. JWC and CCWM are unaffiliated entities.
• 5th Element GroupminorStrategic or Co-development PartnerLawrence Ford participates in 5th Element Group, PBC - a Supercluster of Quantum Innovation designed to develop Web 3.0 blockchain-based solutions aligned with UN SDGs.
• Conscious Capital FoundationcoreOthersCo-founded by Lawrence Ford, the foundation focuses on amplifying purpose-driven solutions, participating in global sustainability initiatives and events.
• Conscious Capital CompaniescoreOthersParent organization encompassing Conscious Capital Wealth Management, Conscious Alternative Asset Management, Scious Technologies, Gulfstream Development & Portfolio Management, Ford Financial Group.

Scale indicators3 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• Aspiriant: Aspiriant is an independent, employee-owned RIA focused on serving high-net-worth individuals and families with comprehensive wealth planning, tax, and investment management — comparable to Conscious Capital's Private Wealth / Wealth Creators segment and its team-based advisory approach.
• Bessemer Trust: Bessemer Trust is a privately held multifamily office serving ultra-high-net-worth families with integrated wealth management, investment management, and family office services — directly comparable to Conscious Capital's Family Office segment for clients >$10M and its proprietary investment platform.
• Cambridge Associates: Cambridge Associates serves UHNW families, foundations, and endowments with outsourced investment advisory and proprietary manager research — comparable in serving sophisticated HNW/family office clients, though Cambridge operates at much greater scale.
• Pathstone: Pathstone is an independent, partner-owned family office firm offering investment advisory, trust, and wealth planning services to HNW families — directly comparable in service model and target client base.
• Brown Brothers Harriman (Wealth Management): BBH's Wealth Management group provides private banking, investment management, and trust services to HNW individuals and families — directly comparable to Conscious Capital's integrated advisory and asset management offering.
• Tiedemann Advisors (Alvarium Tiedemann): Tiedemann Advisors is an independent multifamily office providing investment advisory and family office services to UHNW families — comparable to Conscious Capital's premium family office offering for clients with $10M+ in assets.

Broad incumbents

• Edelman Financial Engines: Edelman Financial Engines is a large national RIA offering wealth planning, investment management, and retirement planning to mass-affluent and HNW clients — a broader-incumbent comparator given overlapping wealth advisory and proprietary investment capabilities, though operating at materially greater scale.
• Fisher Investments: Fisher Investments is a large, privately held investment adviser combining proprietary global equity strategies with private client wealth management — a scaled analog of Conscious Capital's dual advisory/asset-management model, though serving a broader client base.

Emerging players

• Parnassus Investments: Parnassus is an independent, employee-owned asset manager specializing in ESG/sustainable equity and fixed-income funds — comparable to Conscious Capital's G-Themed Thematic and Credit strategies and its conscious-investing positioning.
• Calvert (Calvert Research and Management): Calvert is a leader in responsible and sustainable investing, offering ESG-focused mutual funds and strategies — comparable to Conscious Capital's values-aligned investing emphasis and Andrea Wolfe's CSRIC ESG credentials, though Calvert operates as a fund company rather than a wealth advisory.

Market position

Strengths1 record

Weaknesses1 record

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xtwitter.com/shamanofwallst
• YouTubeyoutube.com/@consciouscapital8511
• Facebookfacebook.com/consciouscapitalwm
• LinkedInlinkedin.com/company/conscious-capital-wealth-management-llc

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Conscious Capital