{
  "crd_number": 121820,
  "slug": "concord-atlantic-inc-121820",
  "primary_business_name": "CONCORD ATLANTIC, INC.",
  "legal_name": "CONCORD ATLANTIC, INC.",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-07-07",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-03-16",
  "carried_forward": false,
  "raum_total": 145000000.0,
  "raum_discretionary": 144000000.0,
  "raum_non_discretionary": 1000000.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 1000000.0,
      "count": 10
    },
    "high_net_worth_individuals": {
      "raum": 144000000.0,
      "count": 40
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "MA",
    "MD",
    "VA"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/121820",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/concord-atlantic-inc-121820",
  "display_name": "Concord Atlantic, Inc.",
  "summary": "Concord Atlantic, Inc. is an SEC-registered investment advisory firm, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 16, 2026.",
  "citation": "AdvisorCensus. Concord Atlantic, Inc. (CRD 121820): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Concord Atlantic, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Concord Atlantic, Inc. reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Is Concord Atlantic, Inc. registered with the SEC or a state?",
      "a": "Concord Atlantic, Inc. is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 121820."
    },
    {
      "q": "How much does Concord Atlantic, Inc. manage?",
      "a": "Concord Atlantic, Inc. reports $145,000,000 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (99% discretionary)."
    },
    {
      "q": "How have Concord Atlantic, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Concord Atlantic, Inc.: Regulatory assets under management: $110,000,000 in the October 2021 data and $145,000,000 in the October 2026 data, up 32%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Concord Atlantic, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (40); individuals (other than high net worth individuals) (10)."
    },
    {
      "q": "Does Concord Atlantic, Inc. 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/121820"
    },
    {
      "q": "Does Concord Atlantic, Inc. state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 16, 2026 says: \"The Advisor maintains a minimum of $1,000,000. of combined family assets for its advisory and management services.\""
    },
    {
      "q": "What changed in Concord Atlantic, Inc.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $130,000,000 to $145,000,000 (+12%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 110000000.0,
      "total_employees": 1,
      "filing_date": "2021-07-06"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 125000000.0,
      "total_employees": 1,
      "filing_date": "2022-04-04"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 109006000.0,
      "total_employees": 1,
      "filing_date": "2023-05-01"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 120000000.0,
      "total_employees": 1,
      "filing_date": "2024-04-01"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 130000000.0,
      "total_employees": 1,
      "filing_date": "2025-04-02"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 145000000.0,
      "total_employees": 1,
      "filing_date": "2026-03-16"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $130,000,000 to $145,000,000 (+12%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 16, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$1,000,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $1,000,000"
        ],
        "quotes": [
          "The Advisor maintains a minimum of $1,000,000. of combined family assets for its advisory and management services."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 1000000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "The Advisor maintains a minimum of $1,000,000. of combined family assets for its advisory and management services."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/concord-atlantic-inc-121820.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 10,
      "fewer_than_5": false,
      "raum": 1000000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 40,
      "fewer_than_5": false,
      "raum": 144000000.0
    }
  ],
  "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/121820",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}