# Accordant Investments LLC

> Accordant Investments LLC is an SEC-registered investment advisory firm in Scottsdale, AZ, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 325678
- Filed as: ACCORDANT INVESTMENTS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Scottsdale, AZ
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/325678
- AdvisorCensus page: https://advisorcensus.com/firm/accordant-investments-llc-scottsdale-az-325678

## Quick answers

**How is Accordant Investments LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Accordant Investments LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Accordant Investments LLC located?**
Accordant Investments LLC's principal office is in Scottsdale, AZ, according to its Form ADV.

**Is Accordant Investments LLC registered with the SEC or a state?**
Accordant Investments LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 325678.

**How much does Accordant Investments LLC manage?**
Accordant Investments LLC reports $186,422,766 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).

**How have Accordant Investments LLC's assets and staff changed since 2023?**
In the Form ADV data for Accordant Investments LLC: Regulatory assets under management: $30,024,945 in the October 2023 data and $186,422,766 in the October 2026 data, up 521%. Total employees: 10 in October 2023 and 17 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Accordant Investments LLC serve?**
By number of clients on Form ADV Item 5.D: investment companies (1); pooled investment vehicles (other than investment companies and business development companies) (1).

**Does Accordant Investments LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/325678

**What changed in Accordant Investments LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $163,975,639 to $186,422,766 (+14%).

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $186,422,766
- Discretionary: $186,422,766
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $0 |
| High net worth individuals | Fewer than 5 | $0 |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Investment companies | 1 | $160,852,298 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $25,570,468 |
| 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 |
| Other | Fewer than 5 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for investment companies (and business development companies)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 17 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, NJ, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- accordantinvestments.com
- investodcex.com
- LinkedIn @accordantinvestments

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $30,024,945 | 10 | September 13, 2023 |
| October 2024 | $35,630,406 | 12 | March 26, 2024 |
| October 2025 | $52,160,999 | 15 | May 16, 2025 |
| October 2026 | $186,422,766 | 17 | March 25, 2026 |

Regulatory assets under management: $30,024,945 in the October 2023 data and $186,422,766 in the October 2026 data, up 521%.
Total employees: 10 in October 2023 and 17 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $163,975,639 to $186,422,766 (+14%).

### December 2025
- Regulatory assets under management went from $52,160,999 to $163,975,639 (+214%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Accordant Investments LLC (CRD 325678): Form ADV filing data as of October 2026.