DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
C•••••••• W••••• I••••••••• L••
Latest filing Jun 8, 2026
First filing on the tape Feb 21, 2022 · 28 filings
SEC status approved since Mar 24, 2022
RAUM
$273M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
99%
$271M individuals and HNW
Advisors
4
registered through the firm on IAPD
RAUM per advisor
$68.2M
derived; firm RAUM over IAPD count
Employees
7
4 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
28 filings and snapshots on the tape
RAUM$273M as of Jun 8, 2026
Mar 17, 2023$162M then
HNW client RAUM$258M as of Jun 8, 2026
Mar 17, 2023$150M then
State-registered IARs (5.B.3)4 as of Jun 8, 2026
Mar 17, 20233 then
Employees (5.A)7 as of Jun 8, 2026
Mar 17, 20233 then
Private funds: no history
RAUM +27% over the last fiscal year+19% a year over threeIARs 3 to 4
Practice profile
derived from the filing of Jun 8, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $68.2MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 29derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.7MderivedHNW RAUM over HNW clients
- Average account
- $574,311derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.7%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.8derivedItem 5.A over advisors
- Advisors per office
- 2.0derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +27%derivedbetween the last two annual amendments
- Advisor growth, one year
- +33%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +37%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individualsreportedItem 5.G
- Custody
- $100,000, 1 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$258M95%
- Individuals$13.0M4.8%
- Charitable organizations$1.8M0.7%
- Individual clients
- 46reported
- HNW clients
- 69reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 475reported
- Financial planning clients
- 51-100reported
- Wrap fee programs
- noreported
- Custody of client assets
- $100,000 for 1 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
4 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| J••• P•••••• F••••• | Atlanta, Ga | Jun 25, 2022 | 15 y | 1 |
| B•••••• T• H••••• | Atlanta, Ga | Apr 11, 2025 | 17 y | 2 |
| A••••• T••••• O•••• | Atlanta, Ga | May 1, 2025 | 10 y | 0 |
| R••••• M••••• W••••••Certified Financial Planner | Atlanta, Ga | Jan 12, 2026 | 15 y | 3 |
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- R••••• M•••• M••••• to B••••••• C•••••• M••••••••• L••May 15, 2023 · Other
Joined, latest
- R••••• M••••• W•••••• from R•••••• J•••• • A••••••••• I•••Jan 12, 2026 · Affiliated broker-dealer or bank to independent RIA
- B•••••• T• H••••• from R•••••• J•••• • A••••••••• I•••Apr 11, 2025 · Affiliated broker-dealer or bank to independent RIA
- R••••• M•••• M••••• from C•••••• I••••••••• A••••••• S•••••••• L••Jan 20, 2023 · Affiliated broker-dealer or bank to independent RIA
- J••• P•••••• F••••• from R•••••• J•••• • A••••••••• I•••Jun 25, 2022 · Affiliated broker-dealer or bank to a newly registered adviser
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- H•••••• B••••••• T• · President, Chief Investment Officer And Chief Compliance Officercontrolsince 02/2022 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Atlanta, Ga · principal | 4 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Atlanta, GA2 employees
What changed
consecutive filings, newest first
- Accounts · 365 to 475Jan 20, 2026 to Feb 10, 2026
- HNW clients · 61 to 69Jan 20, 2026 to Feb 10, 2026
- Individual clients · 23 to 46Jan 20, 2026 to Feb 10, 2026
- Assets in custody · unset to 100000.0Jan 20, 2026 to Feb 10, 2026
- Custody of client assets · false to trueJan 20, 2026 to Feb 10, 2026
- Employees · 9 to 7Jan 20, 2026 to Feb 10, 2026
- Financial planning clients · 0 to 51-100Jan 20, 2026 to Feb 10, 2026
- Other offices · 2 to 1Jan 20, 2026 to Feb 10, 2026
- Discretionary RAUM · $214M to $273MJan 20, 2026 to Feb 10, 2026
- HNW RAUM · $202M to $258MJan 20, 2026 to Feb 10, 2026
- Individual RAUM · $10.4M to $13.0MJan 20, 2026 to Feb 10, 2026
- Non-discretionary RAUM · $911,604 to $0Jan 20, 2026 to Feb 10, 2026
- RAUM · $214M to $273MJan 20, 2026 to Feb 10, 2026
- Advisory employees · 3 to 4Dec 26, 2025 to Jan 20, 2026
- Employees · 8 to 9Dec 26, 2025 to Jan 20, 2026
- State-registered IARs · 3 to 4Dec 26, 2025 to Jan 20, 2026
- HQ city · to ATLANTAOct 10, 2025 to Dec 26, 2025
- HQ state · to GAOct 10, 2025 to Dec 26, 2025
- Other offices · 1 to 2Oct 10, 2025 to Dec 26, 2025
- Financial planning clients · 0 to 0Apr 4, 2025 to Oct 10, 2025
- Accounts · 430 to 365Jul 2, 2024 to Apr 4, 2025
- Advisory employees · 2 to 3Jul 2, 2024 to Apr 4, 2025
- HNW clients · 59 to 61Jul 2, 2024 to Apr 4, 2025
- Individual clients · 34 to 23Jul 2, 2024 to Apr 4, 2025
- Assets in custody · 200000.0 to unsetJul 2, 2024 to Apr 4, 2025
- Custody of client assets · true to falseJul 2, 2024 to Apr 4, 2025
- Employees · 4 to 8Jul 2, 2024 to Apr 4, 2025
- Financial planning clients · 51-100 to 0Jul 2, 2024 to Apr 4, 2025
- HQ city · CORAL GABLES to Jul 2, 2024 to Apr 4, 2025
- HQ state · FL to Jul 2, 2024 to Apr 4, 2025
- State-registered IARs · 2 to 3Jul 2, 2024 to Apr 4, 2025
- Discretionary RAUM · $193M to $214MJul 2, 2024 to Apr 4, 2025
- HNW RAUM · $180M to $202MJul 2, 2024 to Apr 4, 2025
- Individual RAUM · $11.6M to $10.4MJul 2, 2024 to Apr 4, 2025
- Non-discretionary RAUM · $0 to $911,604Jul 2, 2024 to Apr 4, 2025
- RAUM · $193M to $214MJul 2, 2024 to Apr 4, 2025
- Accounts · 396 to 430Dec 8, 2023 to Mar 19, 2024
- Advisory employees · 3 to 2Dec 8, 2023 to Mar 19, 2024
- HNW clients · 60 to 59Dec 8, 2023 to Mar 19, 2024
- Individual clients · 29 to 34Dec 8, 2023 to Mar 19, 2024
Signals
2 dated events
- R••••• M•••• M••••• left C•••••••• W••••• I••••••••• L•• for B••••••• C•••••• M••••••••• L•• (registered 2023-08-28)May 15, 2023 · Advisor changed firm · fact
- H••••• G•••• L•• filed its initial SEC registration (Form ADV)Feb 21, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- contact@consciouswealth.comreportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 404-826-7747reportedpublished by the firm, firm site, Sep 17, 2026
- Firm profile
- linkedin.com/company/theconsciouswealthcompanyreportedpublic record, Form ADV, Sep 18, 2026
- Website
- consciouswealth.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- (404) 826.7747reportedpublic record, Form ADV, Jun 8, 2026
- Contact form
- consciouswealth.com/contactreportedpublished by the firm, firm site, Sep 17, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $68.2Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026