# Concentus Wealth Advisors

> Concentus Wealth Advisors is an SEC-registered investment advisory firm in Newtown Square, PA, registered since 2014, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 20, 2026.

- CRD: 170052
- Filed as: CONCENTUS WEALTH ADVISORS
- Legal name: Strid Group, LLC
- Also doing business as: CONCENTUS WEALTH ADVISORS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Newtown Square, PA
- Filing period: October 2026
- Form ADV filing dated: March 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/170052
- AdvisorCensus page: https://advisorcensus.com/firm/concentus-wealth-advisors-newtown-square-pa-170052

## Quick answers

**How is Concentus Wealth Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Concentus Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); commissions.

**Where is Concentus Wealth Advisors located?**
Concentus Wealth Advisors' principal office is in Newtown Square, PA, according to its Form ADV.

**Is Concentus Wealth Advisors registered with the SEC or a state?**
Concentus Wealth Advisors is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 170052.

**How much does Concentus Wealth Advisors manage?**
Concentus Wealth Advisors reports $1,077,317,886 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (97% discretionary).

**How have Concentus Wealth Advisors' assets and staff changed since 2021?**
In the Form ADV data for Concentus Wealth Advisors: Regulatory assets under management: $651,137,000 in the October 2021 data and $1,077,317,886 in the October 2026 data, up 65%. Total employees: 9 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Concentus Wealth Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (183); individuals (other than high net worth individuals) (158); charitable organizations (2).

**Which custodians does Concentus Wealth Advisors use?**
Concentus Wealth Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Concentus Wealth Advisors 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/170052

**What changed in Concentus Wealth Advisors' recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 7 to 9. Regulatory assets under management went from $899,137,182 to $1,077,317,886 (+20%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,077,317,886
- Discretionary: $1,048,655,414
- Non-discretionary: $28,662,472

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 158 | $53,768,606 |
| High net worth individuals | 183 | $1,001,997,169 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $21,055,088 |
| Charitable organizations | 2 | $497,023 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2014 (12 years)
- Employees: 12 total, 9 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, DE, FL, LA, MA, MD, NC, NH, NJ, NY, PA, SC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- concentus.com
- empoweredvalues.com
- exploretosoar.com
- vimeo.com/showcase/concentus
- Facebook @concentuswealth
- Instagram @concentuswealthadvisors
- LinkedIn @concentus-wealth-advisors
- LinkedIn @concentus-wealth-advisors
- YouTube @UCE3ZNeBKKC0JQLoRC6cz07g

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $651,137,000 | 9 | May 18, 2021 |
| October 2022 | $794,755,000 | 14 | March 8, 2022 |
| October 2023 | $700,000,000 | 12 | February 20, 2023 |
| October 2024 | $799,939,434 | 10 | August 28, 2024 |
| October 2025 | $899,137,182 | 11 | July 1, 2025 |
| October 2026 | $1,077,317,886 | 12 | March 20, 2026 |

Regulatory assets under management: $651,137,000 in the October 2021 data and $1,077,317,886 in the October 2026 data, up 65%.
Total employees: 9 in October 2021 and 12 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 7 to 9.
- Regulatory assets under management went from $899,137,182 to $1,077,317,886 (+20%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Concentus Wealth Advisors (CRD 170052): Form ADV filing data as of October 2026.