# Concurrent Asset Management, LLC

> Concurrent Asset Management, LLC is an SEC-registered investment advisory firm in Tampa, FL, registered since 2024, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 23, 2026.

- CRD: 330657
- Filed as: CONCURRENT ASSET MANAGEMENT, LLC
- Also doing business as: WEALTHSELECT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Tampa, FL
- Filing period: October 2026
- Form ADV filing dated: July 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/330657
- AdvisorCensus page: https://advisorcensus.com/firm/concurrent-asset-management-llc-tampa-fl-330657

## Quick answers

**How is Concurrent Asset Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Concurrent Asset Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Concurrent Asset Management, LLC charge?**
Its Form ADV Part 2A brochure dated July 23, 2026 states: Asset-based fee: 0.05% to 1.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Concurrent Asset Management, LLC located?**
Concurrent Asset Management, LLC's principal office is in Tampa, FL, according to its Form ADV; the August 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Concurrent Asset Management, LLC registered with the SEC or a state?**
Concurrent Asset Management, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 330657.

**How much does Concurrent Asset Management, LLC manage?**
Concurrent Asset Management, LLC reports $2,486,251,673 in regulatory assets under management in its Form ADV filing dated July 23, 2026 (100% discretionary).

**How have Concurrent Asset Management, LLC's assets and staff changed since 2024?**
In the Form ADV data for Concurrent Asset Management, LLC: Regulatory assets under management: $32,860,000 in the October 2025 data and $2,486,251,673 in the October 2026 data, up 7466%. Total employees: 2 in October 2024 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Concurrent Asset Management, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (2); other investment advisers (1).

**Which custodians does Concurrent Asset Management, LLC use?**
Concurrent Asset Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Fidelity Brokerage Services LLC and Goldman Sachs & Co. LLC as custodians holding 10% or more of its separately managed account assets.

**Does Concurrent Asset Management, 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/330657

**Does Concurrent Asset Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated July 23, 2026 says: "CAM offers advisory services to Other Advisors, who in turn provide advisory services to individuals, high net worth individuals, families, trusts, estates, and businesses. CAM generally does not impose a minimum relationship size."

**What changed in Concurrent Asset Management, LLC's recent Form ADV filings?**
In the December 2025 filing data: Regulatory assets under management went from $32,860,000 to $2,481,434,768 (+7452%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated July 23, 2026)

- Asset-based fee: 0.05% to 1.5% a year (a range, as the brochure states it)

> Investment advisory fees range from 0.05% to 1.50% annually based on several factors, including: the scope and complexity of the services to be provided; the level of assets to be managed; and the overall relationship with the Advisor.

- Account minimum: None

> CAM offers advisory services to Other Advisors, who in turn provide advisory services to individuals, high net worth individuals, families, trusts, estates, and businesses. CAM generally does not impose a minimum relationship size.

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC
- Goldman Sachs & Co. LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $2,486,251,673
- Discretionary: $2,486,251,673
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $43,796,905 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 1 | $2,442,454,768 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Houston, TX

### Websites listed on Form ADV (Item 1.I)
- concurrentam.com
- LinkedIn @concurrent-asset-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | Not reported | 2 | July 5, 2024 |
| October 2025 | $32,860,000 | 3 | June 17, 2025 |
| October 2026 | $2,486,251,673 | 3 | July 23, 2026 |

Regulatory assets under management: $32,860,000 in the October 2025 data and $2,486,251,673 in the October 2026 data, up 7466%.
Total employees: 2 in October 2024 and 3 in October 2026.

## Changes in the filing (last 12 months)

### December 2025
- Regulatory assets under management went from $32,860,000 to $2,481,434,768 (+7452%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Concurrent Asset Management, LLC (CRD 330657): Form ADV filing data as of October 2026.