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- Custodian
- Bank OF America · Fidelity/NFS · US Bank
- Clients
- Retail and Institutional
- Platforms
- Delta pathwayPathway legacy +more
- Established Date
- 12-01-1981
- Office Locations
- 2
Office Locations
About Concorde Investment Management
Concorde Investment Management is an SEC-registered, Dallas-based RIA providing fiduciary, conflict-free portfolio management and asset allocation for retail and institutional clients, including entrepreneurs. Portfolios commonly use ETFs, public equity, fixed income, and select alternatives (e.g., private equity/real estate). The firm intentionally limits its client roster to maintain high-touch, client-specific service; custody relationships include Fidelity/NFS.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
GARY BRENT WOOD
Financial Advisor, MANAGING DIRECTOR, President
- CRD
- #4339022
- Ownership
- 50% but less than 75%
GREGORY BRENT WOOD
Chief Compliance Officer, Chief Investment Officer, MANAGING DIRECTOR
- CRD
- #6387437
- Ownership
- 25% but less than 50%
Optima optima
Frontier peak
- CRD
- #37698
- Ownership
- 16.4%
Showing 2 of 3 owners & executives
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Barbara Elizabeth Spicer
--
- CRD
- #7235166
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $286,014,402 | $1,032,543 |
| Non-Discretionary | $90,199,120 | $893,061 |
| Total | $376,213,522 | $995,274 |
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Separately Managed Accounts
Total SMA Asset: $309,333,630
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $190,185,157 | 8.7% |
| Equity - Exchange | $279,812,645 | 12.8% |
| Cash | $365,068,060 | 16.7% |
| U.S. Government/Agency | $391,300,495 | 17.9% |
| Corporate - Investment Grade | $102,743,705 | 4.7% |
| Private Funds | $327,905,443 | 15.0% |
| Municipal Bonds | $354,137,878 | 16.2% |
| Other | $174,882,904 | 8.0% |
| Total | $2,186,036,287 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FOUNDATION UNISON WAVE | FOUNDATION LEGACY | DA1PYV0TO | WKCA | 1.37% | $116,419,449 |
| ELEMENT HARBOR | OAK EAGLE | 1EJ7QIWQC | OZKEB | 3.76% | $54,558,801 |
| PEAK VERTEX | UNISON VERTEX | D5CK2J1XI | HWFS | 8.71% | $115,423,895 |
| ZENITH QUANTUM | SUMMIT PIONEER | T43RGN0W9 | MHY | 4.82% | $48,214,247 |
| TIMBER PATHWAY ALPHA | FUSION MOMENTUM | D9WD54K8R | ZAL | 3.35% | $22,264,175 |
| ELEMENT OPTIMA | INSIGHT VERTEX | GQQ78WJJ6 | XZG | 4.28% | $116,704,236 |
| HORIZON PATHWAY VERTEX | CAPITAL MATRIX | 87SUIDYP4 | UXRU | 2.01% | $60,304,960 |
| EAGLE GLACIER | PATHWAY BEACON | U17JOGQ16 | FRNS | 2.06% | $30,194,365 |