C
Conservation Capital, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$8,596,107
Clients
7
29% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
7
Very LowAverage account size
$1,228,015
About
Conservation Capital, LLC is a single-advisor registered investment adviser that provides ongoing portfolio management and related supervisory services to individuals, high-net-worth individuals, pension and profit-sharing plans, and corporate clients. The firm reports discretionary assets under management of $9,641,952 as of December 2017 and establishes an Investment Policy Statement for each client to document goals, time horizon, tax considerations and risk tolerance.
The firm’s investment process is primarily grounded in fundamental analysis and includes both long- and short-term trading when appropriate; portfolios may include mutual funds, equities, bonds, ETFs, REITs, hedge funds, private placements, third‑party money managers and government securities. Conservation Capital generally operates on a discretionary basis, conducts at least quarterly reviews of client accounts, and documents client-imposed restrictions in the Investment Policy Statement.
Notable operational features include an account minimum of $250,000 that may be waived, an explicit written Code of Ethics, and a personal trading policy that restricts trading in securities with market capitalizations under $1 billion within five days of client trades. The firm does not participate in wrap fee programs, does not accept outside sales compensation for investment products, and states it will accept proxy-voting authority in certain cases with an investment committee overseeing voting decisions.
Client services
Portfolio management
Expertise
Wealth management
Passive / index investing
Fee options
$1 - $1,500,000: 1.00% Above $1,500,000+: 0.75%
Account minimum: $250,000
Main office location
Conservation Capital, LLC
Palm Beach Gardens FL, United States
Number of offices
1
Most active in
Conservation Capital, LLC has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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