RIA IntelAdvisersFloridaCONSCIENTIA FAMILY OFFICE, LLC

CONSCIENTIA FAMILY OFFICE, LLC

Advisory

MIAMI, FL

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in FL
#1,331
of 2,610 advisers by AUM
Average account
$1M
across 86 accounts
AUM per adviser
$49M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM
$97M
1-Year AUM Growth
3-Year CAGR
Employees
4
Assets Under Management
Total AUM$97M
Discretionary AUM$96M
Non-Discretionary AUM$885K
Discretionary %99.1%
Total Clients10
Team
Total Employees4
Investment Advisers2
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

ZPR INVESTMENT MANAGEMENT INC
ORANGE CITY, FL
$97M
-31.9% 1Y
RVX ASSET MANAGEMENT LLC
AVENTURA, FL
$97M
-25.1% 1Y
OPTIMIST CAPITAL LLC
PALM BEACH GARDENS, FL
$97M
GALLATIN & COMPANY, LLC
VERO BEACH, FL
$98M
-18.3% 1Y
SAGE CAPITAL MANAGEMENT, LLC
SARASOTA, FL
$96M
-37.0% 1Y
HAAS FINANCIAL, INC.
SANIBEL, FL
$98M

Get the full picture on CONSCIENTIA FAMILY OFFICE, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track CONSCIENTIA FAMILY OFFICE, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans