{
  "crd_number": 107291,
  "slug": "concord-advisory-group-ltd-princeton-nj-107291",
  "primary_business_name": "CONCORD ADVISORY GROUP LTD",
  "legal_name": "CONCORD ADVISORY GROUP LTD",
  "dbas": [],
  "city": "Princeton",
  "state": "NJ",
  "country": "United States",
  "cbsa_code": "45940",
  "metro": {
    "cbsa_code": "45940",
    "common_name": "Trenton",
    "msa_name": "Trenton-Princeton, NJ",
    "path": "/advisors/nj/trenton"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1991-02-01",
  "years_registered": 35,
  "period": "2026-10-01",
  "filing_date": "2026-03-11",
  "carried_forward": false,
  "raum_total": 46186698581.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 46186698581.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 34,
  "advisory_employees": 12,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 2909583817.0,
      "count": 40,
      "description": "RELIGIOUS ORGANIZATIONS"
    },
    "charitable": {
      "raum": 6588834265.0,
      "count": 66
    },
    "individuals": {
      "raum": 0.0,
      "count": 0
    },
    "banking_thrift": {
      "raum": null,
      "count": 0
    },
    "state_municipal": {
      "raum": null,
      "count": 0
    },
    "insurance_companies": {
      "raum": 4430805281.0,
      "count": 26
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 18764842122.0,
      "count": 37
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 31674722.0,
      "count": 3,
      "fewer_than_5": true
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 13460958374.0,
      "count": 32
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "other"
  ],
  "advisory_activities": [
    "other",
    "pension_consulting",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "IA",
    "MD",
    "MN",
    "MO",
    "NE",
    "NJ",
    "NY",
    "OH",
    "PA",
    "TX",
    "VA"
  ],
  "websites": [
    "https://concordadvisory.com",
    "https://linkedin.com/company/the-concord-advisory-group-ltd-"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/107291",
  "city_as_filed": "PRINCETON",
  "url": "https://advisorcensus.com/firm/concord-advisory-group-ltd-princeton-nj-107291",
  "display_name": "Concord Advisory Group Ltd",
  "summary": "Concord Advisory Group Ltd is an SEC-registered investment advisory firm in Princeton, NJ, registered since 1991, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 11, 2026.",
  "citation": "AdvisorCensus. Concord Advisory Group Ltd (CRD 107291): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Concord Advisory Group Ltd compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Concord Advisory Group Ltd reports these compensation arrangements: fixed fees (other than subscription fees); other."
    },
    {
      "q": "Where is Concord Advisory Group Ltd located?",
      "a": "Concord Advisory Group Ltd's principal office is in Princeton, NJ, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Concord Advisory Group Ltd registered with the SEC or a state?",
      "a": "Concord Advisory Group Ltd is an SEC-registered investment advisory firm, registered since 1991. Status as filed: Approved. CRD 107291."
    },
    {
      "q": "How much does Concord Advisory Group Ltd manage?",
      "a": "Concord Advisory Group Ltd reports $46,186,698,581 in regulatory assets under management in its Form ADV filing dated March 11, 2026 (0% discretionary)."
    },
    {
      "q": "How have Concord Advisory Group Ltd's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Concord Advisory Group Ltd: Regulatory assets under management: $43,333,638,551 in the October 2021 data and $46,186,698,581 in the October 2026 data, up 7%. Total employees: 31 in October 2021 and 34 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Concord Advisory Group Ltd serve?",
      "a": "By number of clients on Form ADV Item 5.D: charitable organizations (66); other (40); pension and profit sharing plans (but not the plan participants or government pension plans) (37)."
    },
    {
      "q": "Which custodians does Concord Advisory Group Ltd use?",
      "a": "Concord Advisory Group Ltd's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists BNY Mellon and Fidelity as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Concord Advisory Group Ltd report any disciplinary disclosures?",
      "a": "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/107291"
    },
    {
      "q": "What changed in Concord Advisory Group Ltd's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $37,567,763,949 to $46,186,698,581 (+23%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 43333638551.0,
      "total_employees": 31,
      "filing_date": "2021-03-23"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 45399958768.0,
      "total_employees": 34,
      "filing_date": "2022-03-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 32827015068.0,
      "total_employees": 32,
      "filing_date": "2023-03-27"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 35284221419.0,
      "total_employees": 34,
      "filing_date": "2024-03-20"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 37567763949.0,
      "total_employees": 34,
      "filing_date": "2025-03-26"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 46186698581.0,
      "total_employees": 34,
      "filing_date": "2026-03-11"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $37,567,763,949 to $46,186,698,581 (+23%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 11, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": "$25,000",
    "figures": [
      {
        "label": "Minimum annual fee",
        "statements": [
          "Minimum annual fee: $25,000"
        ],
        "quotes": [
          "Fees are negotiable based on portfolio size and complexity with a minimum fee of $25,000 annually."
        ]
      }
    ],
    "quotes": [
      "Fees are negotiable based on portfolio size and complexity with a minimum fee of $25,000 annually."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "BNY Mellon",
      "name_as_filed": "BNY MELLON",
      "affiliated": false
    },
    {
      "name": "Fidelity",
      "name_as_filed": "FIDELITY",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/concord-advisory-group-ltd-princeton-nj-107291.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 3,
      "fewer_than_5": true,
      "raum": 31674722.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 37,
      "fewer_than_5": false,
      "raum": 18764842122.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 66,
      "fewer_than_5": false,
      "raum": 6588834265.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 26,
      "fewer_than_5": false,
      "raum": 4430805281.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 32,
      "fewer_than_5": false,
      "raum": 13460958374.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 40,
      "fewer_than_5": false,
      "raum": 2909583817.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/107291",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}