$15.7B Total AUM
$12.8B Disc. AUM
-- 3Y CAGR
188 Employees
13,277 ADV. Clients
3 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Folio Investments · SEI
- Clients
- Retail and Institutional
- Platforms
- QuantumVertex
- Established Date
- 09-08-2022
- Office Locations
- 101
Office Locations
100 Cushman Street Suite 501 Fairbanks AK
100 S. Ashley Drive Suite 830 Tampa FL
10200 SW Greenburg Road Suite 300 Portland OR
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.
Team overview
47 AVG AGE
$97.7M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
2 yrs AVG TENURE
188 Employees
161 Advisory Reps
158 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Crest Delta value North Ember Pathway catalyst Vital alpha Ridge value
Client Personas
Unison pathway North
Custodian
Fusion Unison vital Crest Insight Focus radial Pioneer unison Quantum harbor
Investment Themes
Meridian Vector oak
Investment Vehicles
Vertex zenith Beacon crest
Platform
Atlas Foundation
Services
Frontier momentum Summit unison Atlas Vector vertex Zenith Horizon Radial quantum
Technology
Horizon fusion Horizon ember
Owner & Executives
A
Andrew Ellison
Chief Financial Officer
- CRD
- #7093137
- Ownership
- Less than 5%
(218) 845-1908
summit.signal@summitcapital.com
in linkedin.com/in/beacon-capital
Courtney Tara Haddad
Chief Compliance Officer
- CRD
- #3169496
- Ownership
- Less than 5%
(729) 750-2710
beacon.north@pathwaycapital.com
in linkedin.com/in/north-radial
N
North catalyst
Meridian peak harbor
- CRD
- #69387
- Ownership
- 33.0%
(485) 792-7634
meridian.vital@matrixcapital.com
in linkedin.com/in/pathway-vector
Showing 2 of 4 owners & executives
Unlock allContacts
R
RAMIN NATHANIEL ABRAMS
--
- CRD
- #6705502
(568) 348-2572
glacier.delta@peakcapital.com
in linkedin.com/in/wave-atlas
Amanda Talbot Adams
--
- CRD
- #6905985
(981) 416-3477
pathway.vital@vectorcapital.com
in linkedin.com/in/ember-ember
F
Frontier summit
Signal harbor
- CRD
- #74289
(323) 781-8993
zenith.signal@horizoncapital.com
in linkedin.com/in/signal-harbor
Showing 2 of 260 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: $15,727,990,844
Public Funds:
23.3% Equity - Exchange:
19.2% Cash:
6.2% Derivatives:
5.6% Municipal Bonds:
30.0% Other:
10.0% U.S. Government/Agency:
5.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $354,289,645 | 23.3% |
| Equity - Exchange | $291,946,832 | 19.2% |
| Cash | $94,274,498 | 6.2% |
| Derivatives | $85,151,159 | 5.6% |
| Municipal Bonds | $456,166,925 | 30.0% |
| Other | $152,055,642 | 10.0% |
| U.S. Government/Agency | $86,671,715 | 5.7% |
| Total | $1,520,556,416 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| QUANTUM ATLAS CREST | UNISON LEGACY | DGHOF1P33 | JHMYL | 9.45% | $108,804,645 |
| HORIZON VITAL | MERIDIAN FOUNDATION | 84C816ST3 | SAJ | 3.32% | $105,399,240 |
| FOUNDATION RADIAL ATLAS | SIGNAL SIGNAL | KH4WBJHGJ | NBVX | 0.78% | $97,428,377 |
| QUANTUM TIMBER | CATALYST PEAK | 1Q92RON07 | WNFU | 7.50% | $20,415,817 |
| LEGACY SUMMIT | ELEMENT RADIAL | SA231UGUV | OZL | 4.11% | $83,205,665 |
| MERIDIAN PATHWAY TIMBER | LEGACY MOMENTUM | 5J4QTY6Z9 | BKQOE | 7.91% | $44,447,350 |
| FOCUS OAK | MOMENTUM DELTA | BPKVFUN2Z | AUR | 4.16% | $57,093,478 |
| UNISON EMBER | UNISON OAK | 5JMHSEWQV | APCEN | 2.18% | $25,135,078 |