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- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-08-2000
- Office Locations
- 1
Office Locations
About Accordant Advisory Group, Inc.
Accordant Advisory Group is an Annapolis, MD RIA led by David R. McKee with 30+ years of experience, providing relationship-driven retirement planning, investment management, and wealth/legacy planning. The firm builds diversified, risk-aligned portfolios with an emphasis on tax-efficient strategies, and supports business owners with succession planning, cash-flow guidance, and small-business retirement plans, coordinating with clients’ attorneys and accountants. Custody is through Raymond James.
Reported data analysis
What the numbers show
Between February 5, 2025 and June 23, 2026, reported AUM increased 33.4%, from $208.4M to $278.0M.
Across 5 reported observations, AUM increased 32.2% between February 11, 2022 and June 23, 2026, from $210.2M to $278.0M.
Of the latest reported AUM, 78.7% is discretionary and 21.3% is non-discretionary.
The firm reports 2 advisory representatives and 192 clients, or 96 clients per representative. That equates to $1.4M in reported AUM per client.
The profile lists 1 reported office location and 25 years in operation. The source data was last updated on June 23, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Accordant Advisory Group, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DAVID RITCHIE MCKEE
Chief Compliance Officer, President
- CRD
- #2512331
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Samuel Edward McKee
--
- CRD
- #7394597
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $218,889,201 | $531,284 |
| Non-Discretionary | $59,084,171 | $1,001,427 |
| Total | $277,973,372 | $590,177 |
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Separately Managed Accounts
SMA allocation detail is available
Accordant Advisory Group, Inc. has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Accordant Advisory Group, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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