Concurrent Investment Advisors, LLC

• A percentage of assets under your management
• Hourly charges
• Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Account minimum: None

As stated in the firm's Form ADV Part 2A brochure dated March 24, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

$15,727,990,844 as of October 2026, filing dated September 30, 2026.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

• Financial planning services
• Portfolio management for individuals and/or small businesses
• Pension consulting services
• Selection of other advisers (including private fund managers)

Also doing business as

1858 WEALTH MANAGEMENT, 3 POINT FINANCIAL, 44 MANAGEMENT, ACUMEN CO, ADALAN PRIVATE WEALTH, ADELE FINANCIAL LLC, ALDEN CAPITAL MANAGEMENT, ALIGNED WEALTH, ALLEGIANT WEALTH PARTNERS, ARKY MILLER FINANCIAL GROUP, AVENUES TO WEALTH FINANCIAL ADVISORS, AXXIOS PRIVATE WEALTH MANAGEMENT, BARNETT FINANCIAL GROUP, BD8 CAPITAL PARTNERS, BENCHMARK FINANCIAL ADVISORS, BENNETT FINANCIAL PARTNERS, BLOOM FINANCIAL GROUP, BLUEPRINT FINANCIAL GROUP, BMR RETIREMENT GROUP, LLC, BROOKSHIRE WEALTH MANAGEMENT, CANOPY ASSET MANAGEMENT, CARDINAL WEALTH MANAGEMENT, CENTER STREET WEALTH MANAGEMENT, CHIEF INVESTMENT OFFICE, CILIBERTI & ASSOCIATES, COLUMBIA ASSOCIATES, COLUMBIA ASSOCIATES WEALTH MANAGEMENT GROUP, COMPASS ASSET MANAGEMENT GROUP, CONCURRENT ADVISORS, CONCURRENT CORPORATE SOLUTIONS, CONCURRENT PRIVATE WEALTH, CONCURRENT RETIREMENT SOLUTIONS, CONCURRENT WEALTH ADVISORS, CORBETT ROAD WEALTH MANAGEMENT, CORNERSTONE PRIVATE WEALTH PARTNERS, COX, KLUGH AND CO., CROWNMARK WEALTH ADVISORS, DANIELSON TATE CAPITAL PARTNERS, DAS WEALTH MANAGEMENT GROUP, EAGLE CAPITAL, ELEVATE FAMILY PARTNERS, ENGLESTAD WEALTH ADVISORS, FAMILY WEALTH SOLUTIONS, FEHRMAN INVESTMENT GROUP, FIG GARDEN WEALTH MANAGEMENT, GAME PLAN WEALTH STRATEGIES LLC, GREAT BASIN ASSET MANAGEMENT, GRH WEALTH MANAGEMENT, HAMILTON INSTITUTIONAL CONSULTING WEALTH MANAGEMENT, HARRIMAN HALL WEALTH, HEAD RETIREMENT & WEALTH STRATEGIES, HEARTLAND WEALTH MANAGEMENT, HUDGENS WEALTH PARTNERS, HUDSON WEALTH MANAGEMENT, IBIO CAPITAL, INSIGHT PRIVATE WEALTH, KAIZEN WEALTH STRATEGIES, KEATON AND SAMS WEALTH MANAGEMENT, KNIGHTSBRIDGE FINANCIAL, KOPP WEALTH MANAGEMENT, KRAUSE CAPITAL, INC., LAKEWOOD PRIVATE WEALTH, LAURUS FINANCIAL GROUP, LEE WEALTH MANAGEMENT, LEGACY PRIVATE WEALTH PARTNERS, LEVORCHICK WEALTH MANAGEMENT, LINDAMOOD FINANCIAL GROUP, LUMATURE WEALTH PARTNERS, MARCHE WEALTH, MATT WIGREN & LAURA CHRISTOFFERSON, MAVERICK WEALTH ADVISORS, MONTESA WEALTH MANAGEMENT, NEXT RETIREMENT SOLUTIONS, OLD TOWN ADVISORS, PATTERSON WEALTH MANAGEMENT, POTOMAC FINANCIAL GROUP, PRICE FINANCIAL MANAGEMENT, QUADRI INVESTMENT MANAGEMENT, RIVERTREE WEALTH MANAGEMENT, SAUER WEALTH MANAGEMENT, SHEPHERD CAPITAL MANAGEMENT, SILVERARROW FINANCIAL, SPECTRUM WEALTH PARTNERS, T7 LEGACY, TAILORMADE WEALTH COUNSEL, TAVO WEALTH, THE HAMILTON GROUP, THE NINE BRIDGE FINANCIAL PARTNERS, THE WEALTH STEWARDS, TIDWELL-PREMOCK-BASILONE PRIVATE WEALTH MANAGEMENT, TOTA VITA FINANCIAL ASSOCIATES, TRANQUILITY WEALTH MANAGEMENT, VALENTA CAPITAL MANAGEMENT, VENN WEALTH MANAGEMENT, WEALTH PARTNERS ALLIANCE, WINE COUNTRY WEALTH, WINSTONE WEALTH PARTNERS

Registration

SEC-registered investment adviser. Status as filed: Approved.

Registered since

2022 (4 years)

Employees

Total: 187. Performing investment advisory functions: 160.

Wrap fee program participation

Yes.

Custodians (Schedule D, Section 5.K(3))

Charles Schwab & Co., Inc.Fidelity Brokerage Services LLCGoldman Sachs Custody SolutionsSEI Investments Distribution Co.

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.

Other offices (Schedule D, Section 1.F)

32 other offices, as of the October 2026 filing

Alpharetta, GAAnderson, SCAtlanta, GABellevue, WABradenton, FLCa?on City, COChicago, ILColumbus, INDallas, TXDurham, NCFort Collins, COFort Lauderdale, FLFresno, CAGreeneville, TNGreenwood Village, COGrosse Pointe, MIHouston, TXKingsport, TNLebanon, VALongview, TXMarlton, NJMurfreesboro, TNNorman, OKNorthfield, NJPlainview, NYPortland, ORSan Diego, CASavannah, GAScottsdale, AZSt. Simons Island, GAThe Woodlands, TXWestminster, CO

States registered or notice-filed

51 states or jurisdictions

AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Regulatory assets under management: $0 in the October 2022 data and $15,727,990,844 in the October 2026 data.

Total employees: 1 in October 2022 and 187 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

1. October 2026
   • No longer lists the business name Brick House Wealth Strategies.
   • Added the business name Tranquility Wealth Management.
   • Added the business name Tota Vita Financial Associates.
   • Added the business name Silverarrow Financial.
   • Added the business name Rivertree Wealth Management.
   • Added the business name Quadri Investment Management.
   • Added the business name Patterson Wealth Management.
   • Added the business name Marche Wealth.
   • Added the business name Levorchick Wealth Management.
   • Added the business name Krause Capital, Inc..
   • Added the business name Kopp Wealth Management.
   • Added the business name Knightsbridge Financial.
   • Added the business name Kaizen Wealth Strategies.
   • Added the business name Ibio Capital.
   • Added the business name Corbett Road Wealth Management.
   • Added the business name Concurrent Wealth Advisors.
   • Added the business name Compass Asset Management Group.
   • Added the business name Cardinal Wealth Management.
   • Added the business name Blueprint Financial Group.
   • Added the business name Bloom Financial Group.
   • Added the business name Bennett Financial Partners.
   • Added the business name Benchmark Financial Advisors.
   • Added the business name BD8 Capital Partners.
   • Added the business name Barnett Financial Group.
   • Added the business name Axxios Private Wealth Management.
   • Added the business name Aligned Wealth.
   • Added the business name 3 Point Financial.
2. August 2026
   • No longer lists the business name Sphinx Advisory Group.
   • Added the business name Winstone Wealth Partners.
   • Added the business name Potomac Financial Group.
   • Added the business name Hudgens Wealth Partners.
   • Added the business name Hamilton Institutional Consulting Wealth Management.
   • Item 11 disclosure answers changed: 0 yes answers, previously 1 (now no: 11.H(1)(b)).
   • Employees performing advisory functions went from 161 to 160.
   • No longer lists an office in Federal Way, WA.
3. July 2026
   • Added the business name Shepherd Capital Management.
4. June 2026
   • Added the business name Tavo Wealth.
   • Added the business name Game Plan Wealth Strategies LLC.
   • Changed its office addresses in Federal Way, WA.
5. May 2026
   • No longer lists the business name TC Wealth Management.
   • Added the business name Montesa Wealth Management.
   • Item 11 disclosure answers changed: 1 yes answer, previously 0 (now yes: 11.H(1)(b)).
   • Employees performing advisory functions went from 163 to 161.
6. April 2026
   • Regulatory assets under management went from $9,901,639,186 to $15,727,990,844 (+59%).
   • Employees performing advisory functions went from 164 to 163.
   • Added the business name Acumen Co.
   • Added the business name BMR Retirement Group, LLC.
   • Added the business name The Nine Bridge Financial Partners.
   • No longer lists the business name BMR Retirement.
   • Changed its office addresses in Houston, TX.
   • Added an office in Atlanta, GA.
   • Added an office in Columbus, IN.
   • Added an office in Dallas, TX.
   • Added an office in Durham, NC.
   • Added an office in Federal Way, WA.
   • Added an office in Greenwood Village, CO.
   • Added an office in Kingsport, TN.
   • Added an office in Marlton, NJ.
   • Added an office in Plainview, NY.
   • Added an office in St. Simons Island, GA.
   • Added an office in Westminster, CO.
   • No longer lists an office in Aspen, CO.
   • No longer lists an office in Augusta, GA.
   • No longer lists an office in Bend, OR.
   • No longer lists an office in Canton, OH.
   • No longer lists an office in Chicago, IL.
   • No longer lists an office in Colorado Springs, CO.
   • No longer lists an office in Cornelius, NC.
   • No longer lists an office in Lakewood Ranch, FL.
   • No longer lists an office in Radnor, PA.
   • No longer lists an office in Saratoga Springs, NY.
   • No longer lists an office in St Simons Island, GA.
   • No longer lists an office in The Woodlands, TX.
   • No longer lists an office in Vancouver, WA.
   • No longer lists an office in Washington, DC.
   • No longer lists an office in West Palm Beach, FL.
   • Registered or notice-filed in ND.
   • Updated its list of owners and control persons (Schedule A).
7. March 2026
   • Employees performing advisory functions went from 161 to 164.
   • Its Item 11 disclosure answers changed.
   • Added the business name Fehrman Investment Group.
   • Added an office in Augusta, GA.
8. January 2026
   • Employees performing advisory functions went from 163 to 161.
   • Added the business name 1858 Wealth Management.
   • No longer lists the business name Stamper Wealth & Retirement Group.
9. December 2025
   • Employees performing advisory functions went from 146 to 163.
   • Added the business name Brookshire Wealth Management.
   • Added the business name Lakewood Private Wealth.
   • Added the business name Lee Wealth Management.
   • Added the business name TC Wealth Management.
   • Registered or notice-filed in VT.
10. November 2025
    • Added the business name Keaton and Sams Wealth Management.
    • Changed its office addresses in Greenwood Village, CO.
    • Added an office in Canton, OH.
    • Added an office in Radnor, PA.
    • Added an office in Saratoga Springs, NY.
    • Added an office in Savannah, GA.
    • Added an office in St Simons Island, GA.
    • Added an office in West Palm Beach, FL.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.