{
  "crd_number": 107901,
  "slug": "concord-investment-counsel-irvine-ca-107901",
  "primary_business_name": "CONCORD INVESTMENT COUNSEL",
  "legal_name": "CONCORD INVESTMENT COUNSEL",
  "dbas": [
    "MITCHELL ANTHONY CAPITAL MANAGEMENT"
  ],
  "city": "Irvine",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "31080",
  "metro": {
    "cbsa_code": "31080",
    "common_name": "Los Angeles",
    "msa_name": "Los Angeles-Long Beach-Anaheim, CA",
    "path": "/advisors/ca/los-angeles"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1991-09-04",
  "years_registered": 35,
  "period": "2026-10-01",
  "filing_date": "2026-07-21",
  "carried_forward": false,
  "raum_total": 397890400.0,
  "raum_discretionary": 377741952.0,
  "raum_non_discretionary": 20148448.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "high_net_worth_individuals": {
      "raum": 397890400.0,
      "count": 207
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA"
  ],
  "websites": [
    "https://facebook.com/MitchellAnthonyCapitalManagement",
    "https://instagram.com/mitchellanthonycapital",
    "https://linkedin.com/company/mitchell-anthony-capital-management",
    "https://macmblog.com",
    "https://mitchellanthonycapital.com",
    "https://twitter.com/WeAreMACM"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/107901",
  "city_as_filed": "IRVINE",
  "url": "https://advisorcensus.com/firm/concord-investment-counsel-irvine-ca-107901",
  "display_name": "Concord Investment Counsel",
  "summary": "Concord Investment Counsel is an SEC-registered investment advisory firm in Irvine, CA, registered since 1991, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 21, 2026.",
  "citation": "AdvisorCensus. Concord Investment Counsel (CRD 107901): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Concord Investment Counsel compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Concord Investment Counsel reports these compensation arrangements: a percentage of assets under its management; performance-based fees."
    },
    {
      "q": "Where is Concord Investment Counsel located?",
      "a": "Concord Investment Counsel's principal office is in Irvine, CA, according to its Form ADV."
    },
    {
      "q": "Is Concord Investment Counsel registered with the SEC or a state?",
      "a": "Concord Investment Counsel is an SEC-registered investment advisory firm, registered since 1991. Status as filed: Approved. CRD 107901."
    },
    {
      "q": "How much does Concord Investment Counsel manage?",
      "a": "Concord Investment Counsel reports $397,890,400 in regulatory assets under management in its Form ADV filing dated July 21, 2026 (95% discretionary)."
    },
    {
      "q": "How have Concord Investment Counsel's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Concord Investment Counsel: Regulatory assets under management: $302,486,145 in the October 2021 data and $397,890,400 in the October 2026 data, up 32%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Concord Investment Counsel serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (207)."
    },
    {
      "q": "Which custodians does Concord Investment Counsel use?",
      "a": "Concord Investment Counsel's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Concord Investment Counsel 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/107901"
    },
    {
      "q": "Does Concord Investment Counsel state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated July 21, 2026 says: \"The Registrant generally requires a minimum asset base of $500,000.00 for investment advisory services.\""
    },
    {
      "q": "What changed in Concord Investment Counsel's recent Form ADV filings?",
      "a": "In the August 2026 filing data: Regulatory assets under management went from $327,455,935 to $397,890,400 (+22%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 302486145.0,
      "total_employees": 4,
      "filing_date": "2021-07-20"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 320176527.0,
      "total_employees": 4,
      "filing_date": "2022-06-24"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 269595695.0,
      "total_employees": 4,
      "filing_date": "2023-06-28"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 319837369.0,
      "total_employees": 4,
      "filing_date": "2024-07-01"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 327455935.0,
      "total_employees": 4,
      "filing_date": "2025-06-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 397890400.0,
      "total_employees": 4,
      "filing_date": "2026-07-21"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Regulatory assets under management went from $327,455,935 to $397,890,400 (+22%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated July 21, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$500,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $500,000"
        ],
        "quotes": [
          "The Registrant generally requires a minimum asset base of $500,000.00 for investment advisory services."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 500000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "The Registrant generally requires a minimum asset base of $500,000.00 for investment advisory services."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab",
      "name_as_filed": "CHARLES SCHWAB",
      "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-investment-counsel-irvine-ca-107901.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 207,
      "fewer_than_5": false,
      "raum": 397890400.0
    }
  ],
  "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/107901",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}