CRD: 323135
Concurrent Investment Advisors, LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Folio Investments · SEI
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-08-2022
- Office Locations
- 120
Office Locations
About Concurrent Investment Advisors, LLC
Concurrent is a platform and SEC-registered RIA supporting a network of independent advisors and partner firms. It provides compliance and supervision, operational support, investment due diligence, and a fully integrated technology stack to run practices. Solutions span financial planning, asset management, alternative investments, and insurance, with custody access via Fidelity Institutional and brokerage through PKS.
Reported data analysis
What the numbers show
Between December 8, 2025 and July 31, 2026, reported AUM increased 58.8%, from $9.9B to $15.7B.
Across 4 reported observations, AUM increased 160.2% between November 28, 2023 and July 31, 2026, from $6.0B to $15.7B.
Of the latest reported AUM, 81.4% is discretionary and 18.6% is non-discretionary.
The firm reports 160 advisory representatives and 13,277 clients, or 83 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 120 reported office locations and 3 years in operation. The source data was last updated on August 20, 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
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
Andrew Ellison
Chief Financial Officer
- CRD
- #7093137
- Ownership
- Less than 5%
Courtney Tara Haddad
Chief Compliance Officer
- CRD
- #3169496
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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RAMIN NATHANIEL ABRAMS
--
- CRD
- #6705502
Amanda Talbot Adams
--
- CRD
- #6905985
Showing 2 of 279 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,803,029,449 | $397,338 |
| Non-Discretionary | $2,924,961,395 | $329,276 |
| Total | $15,727,990,844 | $382,630 |
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Separately Managed Accounts
SMA allocation detail is available
Concurrent Investment Advisors, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Concurrent Investment Advisors, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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