# Conscientia Family Office, LLC

> Conscientia Family Office, LLC is a state-registered investment advisory firm in Miami, FL, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 307727
- Filed as: CONSCIENTIA FAMILY OFFICE, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Miami, FL
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/307727
- AdvisorCensus page: https://advisorcensus.com/firm/conscientia-family-office-llc-miami-fl-307727

## Quick answers

**How is Conscientia Family Office, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Conscientia Family Office, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Conscientia Family Office, LLC located?**
Conscientia Family Office, LLC's principal office is in Miami, FL, according to its Form ADV.

**Is Conscientia Family Office, LLC registered with the SEC or a state?**
Conscientia Family Office, LLC is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 307727.

**How much does Conscientia Family Office, LLC manage?**
Conscientia Family Office, LLC reports $97,284,414 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (99% discretionary).

**What types of clients does Conscientia Family Office, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (10).

**Does Conscientia Family Office, LLC 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/307727

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $97,284,414
- Discretionary: $96,399,284
- Non-discretionary: $885,130

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $0 |
| High net worth individuals | 10 | $97,284,414 |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $0 |
| Charitable organizations | Fewer than 5 | $0 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2020 (6 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- conscientiafo.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Conscientia Family Office, LLC (CRD 307727): Form ADV filing data as of October 2026.