# Concourse Capital Advisors, LLC

> Concourse Capital Advisors, LLC is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 336424
- Filed as: CONCOURSE CAPITAL ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/336424
- AdvisorCensus page: https://advisorcensus.com/firm/concourse-capital-advisors-llc-atlanta-ga-336424

## Quick answers

**How is Concourse Capital Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Concourse Capital Advisors, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Concourse Capital Advisors, LLC located?**
Concourse Capital Advisors, LLC's principal office is in Atlanta, GA, according to its Form ADV.

**Is Concourse Capital Advisors, LLC registered with the SEC or a state?**
Concourse Capital Advisors, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 336424.

**How much does Concourse Capital Advisors, LLC manage?**
Concourse Capital Advisors, LLC reports $36,091,513 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**How have Concourse Capital Advisors, LLC's assets and staff changed since 2025?**
In the Form ADV data for Concourse Capital Advisors, LLC: Regulatory assets under management: $0 in the October 2025 data and $36,091,513 in the October 2026 data. Total employees: 1 in October 2025 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Concourse Capital Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: investment companies (1).

**Does Concourse Capital Advisors, LLC 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/336424

**What changed in Concourse Capital Advisors, LLC's recent Form ADV filings?**
In the December 2025 filing data: Regulatory assets under management went from $0 to $35,140,000.

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $36,091,513
- Discretionary: $36,091,513
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Investment companies | 1 | $36,091,513 |

### Advisory services (Item 5.G)
- Portfolio management for investment companies (and business development companies)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- concoursecap.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $0 | 1 | April 21, 2025 |
| October 2026 | $36,091,513 | 1 | March 27, 2026 |

Regulatory assets under management: $0 in the October 2025 data and $36,091,513 in the October 2026 data.
Total employees: 1 in October 2025 and 1 in October 2026.

## Changes in the filing (last 12 months)

### December 2025
- Regulatory assets under management went from $0 to $35,140,000.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Concourse Capital Advisors, LLC (CRD 336424): Form ADV filing data as of October 2026.