{
  "crd_number": 118643,
  "slug": "concord-wealth-partners-abingdon-va-118643",
  "primary_business_name": "CONCORD WEALTH PARTNERS",
  "legal_name": "CONCORD WEALTH PARTNERS",
  "dbas": [
    "CAVENESS WEALTH ADVISORY, LLC"
  ],
  "city": "Abingdon",
  "state": "VA",
  "country": "United States",
  "cbsa_code": "28700",
  "metro": {
    "cbsa_code": "28700",
    "common_name": "Kingsport",
    "msa_name": "Kingsport-Bristol, TN-VA",
    "path": "/advisors/tn/kingsport"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2014-03-05",
  "years_registered": 12,
  "period": "2026-10-01",
  "filing_date": "2026-03-14",
  "carried_forward": false,
  "raum_total": 1069864356.0,
  "raum_discretionary": 1069864356.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 20,
  "advisory_employees": 10,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 1861396.0,
      "count": 5
    },
    "individuals": {
      "raum": 323597581.0,
      "count": 974
    },
    "pension_profit_sharing": {
      "raum": 31512248.0,
      "count": 17
    },
    "other_investment_advisers": {
      "raum": 1382564.0,
      "count": 9
    },
    "high_net_worth_individuals": {
      "raum": 691322600.0,
      "count": 258
    },
    "corporations_other_businesses": {
      "raum": 20187967.0,
      "count": 11
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "FL",
    "GA",
    "LA",
    "MA",
    "MD",
    "MN",
    "NC",
    "NH",
    "NJ",
    "NY",
    "OH",
    "PA",
    "RI",
    "SC",
    "TN",
    "TX",
    "VA",
    "WA",
    "WI",
    "WV"
  ],
  "websites": [
    "https://cavenessadvisory.com",
    "https://concordwealthpartners.com",
    "https://custom.concordwealthpartners.com",
    "https://facebook.com/ConcordWealth",
    "https://facebook.com/LOPEZ-WEALTH-MANAGEMENT-LLC-1581516532079276",
    "https://instagram.com/concordcwg?hl=en",
    "https://linkedin.com/COMPANY/LOPEZ-WEALTH-MANAGEMENT-GROUP",
    "https://lopezwealth.com",
    "https://youtube.com/channel/UCefPz8pCfQSJQsh60yJzhzw/videos"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/118643",
  "city_as_filed": "ABINGDON",
  "url": "https://advisorcensus.com/firm/concord-wealth-partners-abingdon-va-118643",
  "display_name": "Concord Wealth Partners",
  "summary": "Concord Wealth Partners is an SEC-registered investment advisory firm in Abingdon, VA, registered since 2014, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 14, 2026.",
  "citation": "AdvisorCensus. Concord Wealth Partners (CRD 118643): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Concord Wealth Partners compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Concord Wealth Partners reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Concord Wealth Partners charge?",
      "a": "Its Form ADV Part 2A brochure dated March 13, 2026 states: Flat fee: $500 to $10,000 (financial planning services); Hourly rate: $150 to $300 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Concord Wealth Partners located?",
      "a": "Concord Wealth Partners' principal office is in Abingdon, VA, according to its Form ADV; the April 2026 filing also lists 5 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Concord Wealth Partners registered with the SEC or a state?",
      "a": "Concord Wealth Partners is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 118643."
    },
    {
      "q": "How much does Concord Wealth Partners manage?",
      "a": "Concord Wealth Partners reports $1,069,864,356 in regulatory assets under management in its Form ADV filing dated March 14, 2026 (100% discretionary)."
    },
    {
      "q": "How have Concord Wealth Partners' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Concord Wealth Partners: Regulatory assets under management: $423,895,845 in the October 2021 data and $1,069,864,356 in the October 2026 data, up 152%. Total employees: 11 in October 2021 and 20 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Concord Wealth Partners serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (974); high net worth individuals (258); pension and profit sharing plans (but not the plan participants or government pension plans) (17)."
    },
    {
      "q": "Which custodians does Concord Wealth Partners use?",
      "a": "Concord Wealth Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Concord Wealth Partners 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/118643"
    },
    {
      "q": "What changed in Concord Wealth Partners' recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $945,957,742 to $1,069,864,356 (+13%). Changed its office addresses in Roanoke, VA. Registered or notice-filed in AZ, GA."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 423895845.0,
      "total_employees": 11,
      "filing_date": "2021-03-25"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 770145460.0,
      "total_employees": 16,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 693837832.0,
      "total_employees": 17,
      "filing_date": "2023-09-22"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 806605242.0,
      "total_employees": 18,
      "filing_date": "2024-07-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 945957742.0,
      "total_employees": 15,
      "filing_date": "2025-05-30"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1069864356.0,
      "total_employees": 20,
      "filing_date": "2026-03-14"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $945,957,742 to $1,069,864,356 (+13%).",
        "Changed its office addresses in Roanoke, VA.",
        "Registered or notice-filed in AZ, GA."
      ]
    },
    {
      "period": "2025-11-01",
      "period_label": "November 2025",
      "notes": [
        "No longer lists the business name Caveness Investment Advisory, LLC.",
        "Added the business name Caveness Wealth Advisory, LLC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 13, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $500 to $10,000 (financial planning services)",
      "Hourly rate: $150 to $300 an hour (financial planning services)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $500 to $10,000 (financial planning services)"
        ],
        "quotes": [
          "Depending on the arrangements made at the inception of the advisory relationship, we may charge either a fixed or an hourly fee for financial planning services. Financial planning fees generally range from $500 to $10,000."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $150 to $300 an hour (financial planning services)"
        ],
        "quotes": [
          "Hourly fees range from $150 to $300 per hour. The fee charged is dependent upon the complexity of the services required and the persons providing the services."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 500.0,
          "max": 10000.0,
          "period": "one_time",
          "service": "financial planning services"
        },
        {
          "kind": "hourly",
          "amount": null,
          "min": 150.0,
          "max": 300.0,
          "period": "hour",
          "service": "financial planning services"
        }
      ]
    },
    "quotes": [
      "Depending on the arrangements made at the inception of the advisory relationship, we may charge either a fixed or an hourly fee for financial planning services. Financial planning fees generally range from $500 to $10,000.",
      "Hourly fees range from $150 to $300 per hour. The fee charged is dependent upon the complexity of the services required and the persons providing the services."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "National Financial Services LLC",
      "name_as_filed": "NATIONAL FINANCIAL SERVICES LLC",
      "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-wealth-partners-abingdon-va-118643.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 974,
      "fewer_than_5": false,
      "raum": 323597581.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 258,
      "fewer_than_5": false,
      "raum": 691322600.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 17,
      "fewer_than_5": false,
      "raum": 31512248.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 5,
      "fewer_than_5": false,
      "raum": 1861396.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 9,
      "fewer_than_5": false,
      "raum": 1382564.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 11,
      "fewer_than_5": false,
      "raum": 20187967.0
    }
  ],
  "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/118643",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}