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- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
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
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- 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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