# Concurrent Investment Advisors, LLC

> Concurrent Investment Advisors, LLC is an SEC-registered investment advisory firm in Tampa, FL, registered since 2022, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated September 30, 2026.

- CRD: 323135
- Filed as: CONCURRENT INVESTMENT ADVISORS, LLC
- 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)
- Location: Tampa, FL
- Filing period: October 2026
- Form ADV filing dated: September 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/323135
- AdvisorCensus page: https://advisorcensus.com/firm/concurrent-investment-advisors-llc-tampa-fl-323135

## Quick answers

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

**Where is Concurrent Investment Advisors, LLC located?**
Concurrent Investment Advisors, LLC's principal office is in Tampa, FL, according to its Form ADV; the October 2026 filing also lists 32 other offices (Schedule D, Section 1.F).

**Is Concurrent Investment Advisors, LLC registered with the SEC or a state?**
Concurrent Investment Advisors, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 323135.

**How much does Concurrent Investment Advisors, LLC manage?**
Concurrent Investment Advisors, LLC reports $15,727,990,844 in regulatory assets under management in its Form ADV filing dated September 30, 2026 (81% discretionary).

**How have Concurrent Investment Advisors, LLC's assets and staff changed since 2022?**
In the Form ADV data for Concurrent Investment Advisors, LLC: 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. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Concurrent Investment Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (10,259); high net worth individuals (3,009); corporations or other businesses not listed above (6).

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

**Does Concurrent Investment 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/323135

**Does Concurrent Investment Advisors, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 24, 2026 says: "Concurrent generally does not impose a minimum relationship size."

**What changed in Concurrent Investment Advisors, LLC's recent Form ADV filings?**
In the October 2026 filing data: 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.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 24, 2026)

- Account minimum: None

> Concurrent 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 Custody Solutions
- SEI 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.

### Regulatory assets under management (Item 5.F)
- Total: $15,727,990,844
- Discretionary: $12,803,029,449
- Non-discretionary: $2,924,961,395

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 10,259 | $4,041,957,830 |
| High net worth individuals | 3,009 | $11,664,724,029 |
| 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) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $183,504 |
| Charitable organizations | 2 | $280,256 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 6 | $20,845,225 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 187 total, 160 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Alpharetta, GA
- Anderson, SC
- Atlanta, GA
- Bellevue, WA
- Bradenton, FL
- Ca?on City, CO
- Chicago, IL
- Columbus, IN
- Dallas, TX
- Durham, NC
- Fort Collins, CO
- Fort Lauderdale, FL
- Fresno, CA
- Greeneville, TN
- Greenwood Village, CO
- Grosse Pointe, MI
- Houston, TX
- Kingsport, TN
- Lebanon, VA
- Longview, TX
- Marlton, NJ
- Murfreesboro, TN
- Norman, OK
- Northfield, NJ
- Plainview, NY
- Portland, OR
- San Diego, CA
- Savannah, GA
- Scottsdale, AZ
- St. Simons Island, GA
- The Woodlands, TX
- Westminster, CO

### Websites listed on Form ADV (Item 1.I)
- 1858wm.com
- 44mgmt.com
- a2wfinancial.com
- acumenco.com
- adalanpw.com
- adelefinanical.com
- allegiantwp.com
- arkymillerfg.com
- benchmarkfa.com
- bennettfp.com
- bnfoster.com
- brickhousews.com
- brookshirewealth.com
- canopyasset.com
- centerstreetwmg.com
- columbiaassociates.com
- columbiawg.com
- concurrentbmr.com
- concurrentboca.com
- concurrentcio.com
- concurrentny.com
- cornerstonepw.com
- coxandklugh.com
- crownmarkwealth.com
- danielsontate.com
- daswealthmanagementgroup.com
- eaglecapadvisors.com
- ewafp.com
- famwealthsolutions.com
- fehrmaninvestmentgroup.com
- fg-wealth.com
- gameplanws.com
- greatbasinassetmanagement.com
- grhwealth.com
- hamiltongroupwealth.com
- hamiltonicwm.com
- headretirement.com
- heartlandwm.com
- insightprivatewealth.com
- jasonhudsonwm.com
- keatonandsams.com
- lakewoodprivatewealth.com
- lccassoc.com
- leemgt.com
- legacyprivatewealthholdings.com
- legacypwp.com
- lfgadvidors.org
- lindamoodfinancialgroup.com
- lumaturewealth.com
- maverickwealthadvisors.com
- montesawealth.com
- nextretirementsolutions.com
- ninebridgefp.com
- oldtownabq.com
- oliviasebastian.com
- potomacfinancialgroup.com
- pricefm.com
- proximawealthparnters.com
- sauerwm.com
- shepherdcm.com
- spectrumwp.com
- t7legacy.com
- tailormade-wealth.com
- tavowealth.com
- tpbpwm.com
- tws.finance
- valentacapital.com
- vennwealthmanagement.com
- wealthpartnersalliance.com
- winecountrywealth.com
- winstonewp.com
- LinkedIn @poweredbyconcurrent
- X @concurrent_ia

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $0 | 1 | August 13, 2022 |
| October 2023 | $6,045,530,000 | 106 | September 26, 2023 |
| October 2024 | $6,256,967,921 | 136 | September 13, 2024 |
| October 2025 | $9,901,639,186 | 173 | July 28, 2025 |
| October 2026 | $15,727,990,844 | 187 | September 30, 2026 |

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.

## Changes in the filing (last 12 months)

### 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.

### 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.

### July 2026
- Added the business name Shepherd Capital Management.

### 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.

### 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.

### 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).

### 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.

### 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.

### 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.

### 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Concurrent Investment Advisors, LLC (CRD 323135): Form ADV filing data as of October 2026.