Optimize your money and your impact.


Invest your money in a mindful manner and create a legacy.

More about us

WHAT WE OFFER

Our actively managed investment strategies are offered to clients using separately managed accounts at Charles Schwab.

We provide research and insightful perspectives on financial markets, geopolitical developments and global trends.

We offer financial planning and analysis to individuals and organizations for a fee.

WHO WE ARE

A research-driven active investment manager.


Conscious Capital Advisors is an independent, California-based registered investment advisor that seeks to generate alpha sustainably through security selection and asset allocation. We are a research-driven firm, conducting and leveraging research with the aim of creating outperformance over comparable benchmarks in the long run.

WHO WE SERVE

Entrepreneurs, business owners and non-profit organizations.

Conscious Capital Advisors helps individual entrepreneurs, businesses and non-profit organizations invest in a responsible manner and for a better world.


Book a meeting now to explore how we might be able to add value to you.