# Concord Atlantic, Inc.

> 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.

- CRD: 121820
- Filed as: CONCORD ATLANTIC, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: March 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/121820
- AdvisorCensus page: https://advisorcensus.com/firm/concord-atlantic-inc-121820

## Quick answers

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

**Is Concord Atlantic, Inc. registered with the SEC or a state?**
Concord Atlantic, Inc. is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 121820.

**How much does Concord Atlantic, Inc. manage?**
Concord Atlantic, Inc. reports $145,000,000 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (99% discretionary).

**How have Concord Atlantic, Inc.'s assets and staff changed since 2021?**
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.

**What types of clients does Concord Atlantic, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (40); individuals (other than high net worth individuals) (10).

**Does Concord Atlantic, Inc. 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/121820

**Does Concord Atlantic, Inc. state an account minimum?**
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."

**What changed in Concord Atlantic, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $130,000,000 to $145,000,000 (+12%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 16, 2026)

- Account minimum: $1,000,000

> The Advisor maintains a minimum of $1,000,000. of combined family assets for its advisory and management services.

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

### Regulatory assets under management (Item 5.F)
- Total: $145,000,000
- Discretionary: $144,000,000
- Non-discretionary: $1,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 10 | $1,000,000 |
| High net worth individuals | 40 | $144,000,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA, MD, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $110,000,000 | 1 | July 6, 2021 |
| October 2022 | $125,000,000 | 1 | April 4, 2022 |
| October 2023 | $109,006,000 | 1 | May 1, 2023 |
| October 2024 | $120,000,000 | 1 | April 1, 2024 |
| October 2025 | $130,000,000 | 1 | April 2, 2025 |
| October 2026 | $145,000,000 | 1 | March 16, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $130,000,000 to $145,000,000 (+12%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Concord Atlantic, Inc. (CRD 121820): Form ADV filing data as of October 2026.