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CONCURRENT INVESTMENT ADVISORS, LLC
CRD 323135 · SEC 801-126555
100 S. ASHLEY DRIVE, SUITE 830, TAMPA, FL, 33602, United States
Phone
813-709-8800
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$15.73B
Discretionary AUM
$12.80B
Team
188 total employees; 161 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-01
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10259 | $4.04B |
| High net worth individuals | 3009 | $11.66B |
| Pension/profit sharing plans | 1 | $184K |
| Charitable organizations | 2 | $280K |
| Corporations/business entities | 6 | $20.8M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- https://www.nextretirementsolutions.com
- http://www.spectrumwp.com
- https://www.hamiltongroupwealth.com
- https://www.arkymillerfg.com
- http://www.adelefinanical.com
- https://www.centerstreetwmg.com
- https://www.heartlandwm.com
- https://www.A2WFinancial.com
- Http://www.allegiantwp.com
- https://www.brickhousews.com
- https://www.valentacapital.com
- https://www.jasonhudsonwm.com
- https://www.brookshirewealth.com
- https://www.keatonandsams.com
- https://www.adalanpw.com
- https://www.lumaturewealth.com/
- https://www.daswealthmanagementgroup.com/
- https://www.ninebridgefp.com
- https://www.insightprivatewealth.com
- http://www.danielsontate.com
- https://www.concurrentny.com
- http://www.concurrentcio.com
- https://tailormade-wealth.com/
- https://twitter.com/concurrent_ia
- https://www.lindamoodfinancialgroup.com
- https://eaglecapadvisors.com/
- https://www.sauerwm.com
- https://www.leemgt.com
- https://www.1858wm.com
- http://www.fg-wealth.com/
- https://www.wealthpartnersalliance.com
- https://www.vennwealthmanagement.com
- http://www.pricefm.com
- https://www.crownmarkwealth.com/
- https://www.legacypwp.com
- https://www.linkedin.com/company/poweredbyconcurrent
- https://www.coxandklugh.com/
- https://www.t7legacy.com/
- https://www.oliviasebastian.com
- https://www.headretirement.com
- https://www.bnfoster.com
- https://www.lakewoodprivatewealth.com
- http://www.acumenco.com
- https://www.tws.finance/
- https://www.legacyprivatewealthholdings.com
- https://www.oldtownabq.com/
- https://www.fehrmaninvestmentgroup.com
- https://www.maverickwealthadvisors.com/
- https://www.ewafp.com
- https://www.lccassoc.com
- https://www.cornerstonepw.com/
- https://www.lfgadvidors.org
- https://www.winecountrywealth.com
- https://www.montesawealth.com
- https://www.famwealthsolutions.com
- http://www.columbiawg.com
- https://www.grhwealth.com
- https://www.canopyasset.com/
- https://www.columbiaassociates.com
- https://www.greatbasinassetmanagement.com/
- https://www.tpbpwm.com
- https://concurrentbmr.com
- https://www.concurrentboca.com/
- https://www.44mgmt.com/
- https://www.tavowealth.com
- https://www.gameplanws.com
- https://www.shepherdcm.com
Official SEC filing: View on IAPD