Conscious Wealth Investments, LLC

Conscious Wealth Investments, LLC, formerly known as Hatton Investments, LLC, is a registered investment advisor with the U.S. Securities and Exchange Commission (SEC). The firm was founded in February 2022 and is owned and operated by Brandon T. Hatton, who serves as the Principal, Chief Compliance Officer, and Chief Investment Officer. Conscious Wealth Investments specializes in providing customized wealth management solutions for individuals, high net worth individuals, families, trusts, estates, and small businesses. The firm acts as a fiduciary, upholding a duty of loyalty, fairness, and good faith towards each client. The firm offers both discretionary and non-discretionary wealth management and related advisory services, utilizing individual equities, ETFs, individual bonds, mutual funds, options, private equity, venture capital, REITs, closed-end funds, and other investments to meet client needs. Conscious Wealth Investments primarily focuses on long-term investment strategies but may make adjustments based on client objectives and market conditions. Clients have the opportunity to place reasonable restrictions on their investments. The firm's fee structure for wealth management services is based on a tiered, incremental fee schedule, generally ranging up to 1.00% annually. Fees are calculated quarterly in advance based on the market value of assets under management. Conscious Wealth Investments does not charge performance-based fees and does not manage proprietary investment funds. The firm does not receive compensation for securities transactions other than advisory fees. Clients of Conscious Wealth Investments have the option to engage in financial planning services, which may be offered separately or as part of a wealth management engagement. Financial planning services cover various areas, including investment planning, retirement planning, personal savings, education savings, and insurance needs. The firm may refer clients to accountants, attorneys, or other specialists as needed. The firm's investment philosophy is based on fundamental and technical analysis methods, with a focus on economic and business indicators to evaluate potential investments. Conscious Wealth Investments emphasizes the importance of understanding and bearing the potential risks associated with investing in securities. The firm does not accept proxy-voting responsibility for clients and does not engage in directed brokerage. Conscious Wealth Investments has established a Code of Ethics to guide its supervised persons in meeting their fiduciary obligations. The firm places a strong emphasis on transparency, communication, and client education. Clients are encouraged to review the firm's Privacy Policy, which outlines how personal information is collected, shared, and protected.