CRD: 285933
Accord Capital Management, Ltd.
$32.0M Total AUM
$32.0M Disc. AUM
-- 3Y CAGR
2 Employees
84 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Interactive Brokers
- Clients
- Retail
- Platforms
- Vector
- Established Date
- 01-10-2017
- Office Locations
- 1
Office Locations
802 W Bannock ST Suite 602 Boise ID
About Accord Capital Management, Ltd.
Accord Capital Management, Ltd. is a Boise, ID RIA providing portfolio construction, ongoing investment management, and risk management for individuals, families, and corporations—especially entrepreneurs/executives, peak-career professionals, pre-retirees/retirees, and high-net-worth clients. Portfolios are implemented primarily with ETFs in SMAs, with custody including Charles Schwab and Interactive Brokers.
Team overview
55 AVG AGE
$16.0M AVG AUM / ADVISOR
$381.0K AVG AUM / CLIENT
5.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
9yrs Firm Age
Insights
Full visibility includes strategy notes for element value element.
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Asset Classes
Crest Crest Beacon signal
Client Personas
Frontier
Custodian
Radial Pioneer
Investment Themes
Foundation
Investment Vehicles
Summit Bridge
Services
Quantum legacy Frontier insight Frontier summit Momentum Insight summit Ridge
Technology
Timber timber
Owner & Executives
M
MARK WILLIAM GEORGE
President
- CRD
- #2552775
- Ownership
- 75% or more
(282) 663-6450
summit.oak@zenithcapital.com
in linkedin.com/in/horizon-foundation
Showing 1 of 1 owners & executives
Unlock allContacts
M
Matthew Wideman
--
- CRD
- #7984671
(271) 313-6542
prime.focus@quantumcapital.com
in linkedin.com/in/ember-pathway
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $32,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $32,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $32,000,000
Equity - Exchange:
16.4% Cash:
35.7% Corporate - Investment Grade:
47.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,379,852,603 | 16.4% |
| Cash | $3,003,703,531 | 35.7% |
| Corporate - Investment Grade | $4,030,179,248 | 47.9% |
| Total | $8,413,735,382 | 100.0% |