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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Bridge vertexSummit fusion
- Established Date
- 09-04-1991
- Office Locations
- 1
Office Locations
About Concord Investment Counsel
Concord Investment Counsel (Mitchell Anthony Capital Management) provides investment management alongside coordinated financial planning, working with third-party planners and a network of attorneys on trust and estate needs. The firm emphasizes active asset allocation and risk management aimed at long-term outperformance, using diversified exposures across assets/sectors—implemented primarily with ETFs (custodied at Schwab).
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Owner & Executives
MITCHELL ANTHONY PLETCHER
Chief Compliance Officer, President, Trust Advisor, Vice President
- CRD
- --
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $322,537,327 | $726,435 |
| Non-Discretionary | $4,918,608 | $351,329 |
| Total | $327,455,935 | $714,969 |
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Separately Managed Accounts
Total SMA Asset: $327,455,935
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $400,706,796 | 10.1% |
| Corporate - Investment Grade | $777,609,227 | 19.6% |
| U.S. Government/Agency | $841,087,531 | 21.2% |
| Cash | $464,185,100 | 11.7% |
| Derivatives | $1,122,772,507 | 28.3% |
| Municipal Bonds | $361,032,855 | 9.1% |
| Total | $3,967,394,016 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PATHWAY PEAK BEACON | UNISON BEACON | DKFAP9K2J | VCLHL | 8.85% | $31,249,447 |
| ZENITH FOUNDATION RADIAL | MOMENTUM CATALYST | LT0QWNR0V | MUCZ | 12.17% | $69,568,513 |
| ZENITH EAGLE | UNISON VERTEX | 1JA0ETI40 | DVT | 5.96% | $88,121,119 |
| BRIDGE INSIGHT | VITAL MOMENTUM | FUTHVH7S3 | CMC | 3.90% | $62,270,477 |
| MATRIX NORTH VALUE | VALUE NORTH | 1LKS416T5 | KLZL | 3.23% | $58,673,359 |
| PEAK VALUE EMBER | HARBOR CREST | W7NHMZGBQ | BLWX | 3.90% | $46,785,683 |
| PRIME WAVE ATLAS | RIDGE CATALYST | KR8D0SE43 | DOX | 11.77% | $63,658,352 |
| MOMENTUM SIGNAL VECTOR | VECTOR OAK | TAR3LAZEW | GGHM | 3.98% | $111,333,050 |