# Conceptwealth

> Conceptwealth is a state-registered investment advisory firm in San Antonio, TX, registered since 2000, with no regulatory assets under management reported in its Form ADV filing dated March 30, 2022.

- CRD: 114849
- Filed as: CONCEPTWEALTH
- Legal name: Mark M. Carolin
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Antonio, TX
- Filing period: October 2026
- Form ADV filing dated: March 30, 2022
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/114849
- AdvisorCensus page: https://advisorcensus.com/firm/conceptwealth-san-antonio-tx-114849

## Quick answers

**How is Conceptwealth compensated?**
On its Form ADV (Item 5.E, October 2026), Conceptwealth reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Conceptwealth located?**
Conceptwealth's principal office is in San Antonio, TX, according to its Form ADV.

**Is Conceptwealth registered with the SEC or a state?**
Conceptwealth is a state-registered investment advisory firm, registered since 2000. Status as filed: APPROVED. CRD 114849.

**Does Conceptwealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/114849

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 2000 (25 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- conceptwealth.com
- Facebook @ConceptWealth-508854545825065
- LinkedIn @conceptwealth

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Conceptwealth (CRD 114849): Form ADV filing data as of October 2026.