Wealth manager, independent · Tampa, FL
Conscious Capital Wealth Management, LLC
SEC-registered investment adviser · CRD 174670 · SEC 801-119516
At a glance
Conscious Capital Wealth Management, LLC is an SEC-registered investment adviser based in Tampa, Florida, with $131 million in regulatory assets under management as of its Form ADV filed May 7, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 207 individual clients. By Form ADV it is a wealth manager, ranked 7,379th of 8,915 wealth managers and 14,318th of 17,210 SEC-registered advisers by assets.
Main office 860-659-8299LinkedInAs filed on Form ADV
- Regulatory AUM
- $131M
- Rank among wealth managers
- #7,379 of 8,915
- Rank among all SEC RIAs
- #14,318 of 17,210
- Rank in Florida
- #896 of 1,090
- Individual clients
- 207
- High-net-worth clients
- 66
- Accounts
- 566
- Discretionary
- 100% of AUM
- Employees
- 5
- Advisory staff
- 3
- Offices
- 3
Owners and executives on its Form ADV
- Lawrence W. FordChief Executive Officer, CCO
Custody and brokerage
Broker-dealer
Hybrid RIA
Conscious Capital Wealth Management, LLC is a hybrid RIA: 1 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed March 2026) names Purshe Kaplan Sterling Investments as the broker-dealer its advisers are registered with.
Mancusi provides services as a registered representative of Purshe Kaplan Sterling Investments, Inc., a registered broker-dealer, member of FINRA, based in Albany, New York, in addition to his services as an investment adviser representativ
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 66 | $103M | 78% |
| Individuals | 141 | $29M | 22% |
Disciplinary disclosures
Conscious Capital Wealth Management, LLC answers yes to 2 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Selecting other advisers
- Periodicals or newsletters
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
- Performance-based fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗
AtlasMembers
The full record on Conscious Capital Wealth Management, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 5 years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 5,044 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 1 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Conscious Capital Wealth Management, LLC manage?
Conscious Capital Wealth Management, LLC reports $131 million in regulatory assets under management across 566 accounts, 100% of it on a discretionary basis, on its Form ADV filed May 7, 2026.
What kind of firm is Conscious Capital Wealth Management, LLC?
Conscious Capital Wealth Management, LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Conscious Capital Wealth Management, LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($103 million, 66 clients); individuals ($29 million, 141 clients).
Does Conscious Capital Wealth Management, LLC have any disciplinary history?
Conscious Capital Wealth Management, LLC answers yes to 2 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Conscious Capital Wealth Management, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-05-07), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →