# Concord Advisory Group Ltd

> 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.

- CRD: 107291
- Filed as: CONCORD ADVISORY GROUP LTD
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Princeton, NJ
- Filing period: October 2026
- Form ADV filing dated: March 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/107291
- AdvisorCensus page: https://advisorcensus.com/firm/concord-advisory-group-ltd-princeton-nj-107291

## Quick answers

**How is Concord Advisory Group Ltd compensated?**
On its Form ADV (Item 5.E, October 2026), Concord Advisory Group Ltd reports these compensation arrangements: fixed fees (other than subscription fees); other.

**Where is Concord Advisory Group Ltd located?**
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).

**Is Concord Advisory Group Ltd registered with the SEC or a state?**
Concord Advisory Group Ltd is an SEC-registered investment advisory firm, registered since 1991. Status as filed: Approved. CRD 107291.

**How much does Concord Advisory Group Ltd manage?**
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).

**How have Concord Advisory Group Ltd's assets and staff changed since 2021?**
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.

**What types of clients does Concord Advisory Group Ltd serve?**
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).

**Which custodians does Concord Advisory Group Ltd use?**
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.

**Does Concord Advisory Group Ltd 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/107291

**What changed in Concord Advisory Group Ltd's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $37,567,763,949 to $46,186,698,581 (+23%).

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 11, 2026)

- Minimum annual fee: $25,000

> Fees are negotiable based on portfolio size and complexity with a minimum fee of $25,000 annually.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- BNY Mellon
- Fidelity

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: $46,186,698,581
- Discretionary: $0
- Non-discretionary: $46,186,698,581

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 3 | $31,674,722 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 37 | $18,764,842,122 |
| Charitable organizations | 66 | $6,588,834,265 |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | $0 |
| Insurance companies | 26 | $4,430,805,281 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 32 | $13,460,958,374 |
| Other | 40 | $2,909,583,817 |

### Advisory services (Item 5.G)
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 1991 (35 years)
- Employees: 34 total, 12 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, IA, MD, MN, MO, NE, NJ, NY, OH, PA, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Orlando, FL

### Websites listed on Form ADV (Item 1.I)
- [concordadvisory.com](https://concordadvisory.com)
- LinkedIn @the-concord-advisory-group-ltd-

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $43,333,638,551 | 31 | March 23, 2021 |
| October 2022 | $45,399,958,768 | 34 | March 30, 2022 |
| October 2023 | $32,827,015,068 | 32 | March 27, 2023 |
| October 2024 | $35,284,221,419 | 34 | March 20, 2024 |
| October 2025 | $37,567,763,949 | 34 | March 26, 2025 |
| October 2026 | $46,186,698,581 | 34 | March 11, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $37,567,763,949 to $46,186,698,581 (+23%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Concord Advisory Group Ltd (CRD 107291): Form ADV filing data as of October 2026.