ZK
Zachery T. Kuntz
CONSCIOUS CAPITAL
Scarborough, ME
Some features on this profile are disabled
CRD#: 7517329
ZK
Professional summary
Zachery Taylor Kuntz is a registered financial advisor currently at CONSCIOUS CAPITAL located in Scarborough, Maine.
Zachery is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Zachery has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
PepsiCo 400 6th Ave SE, Cedar Rapids, IA 52401 Human Resources Manager Start Date: 08/31/2015 Approximately 160 hours per month devoted Approximately 160 hours per month during securities trading hours Responsible for HR transformation projects
CRS (Client Relationship Summary) - RIA
Click below to view Zachery Taylor Kuntz's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 14, 2022 - Present
CONSCIOUS CAPITAL
RIA
CRD#: 283947
Scarborough, ME
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Iowa(3/14/2022)
IAR
Maine(3/14/2022)
IAR
New Hampshire(9/14/2023)
Current Firm
CC
CONSCIOUS CAPITAL
CONSCIOUS CAPITAL | CONSCIOUS CAPITAL, LLC | CONSCIOUS CAPITAL, INC.
CRD#: 283947 / SEC#:
Iowa
Registered Investment Advisory firm - (5/23/2016 Approved)Maine
Registered Investment Advisory firm - (10/16/2018 Approved)Massachusetts
Registered Investment Advisory firm - (6/28/2024 Approved)New Hampshire
Registered Investment Advisory firm - (9/14/2023 Approved)Texas
Registered Investment Advisory firm - (4/12/2024 Conditional Restricted)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
Scarborough, ME
Mailing Address
Po Box 4599 #50539, Portland, ME 04112-4599
Phone number
(207) 544-9001
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 340 |
| AUM (Assets Under Management) | $ 43,053,594 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 06/26/2025 | ||
| 06/20/2025 | ||
| 02/15/2024 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
