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| Accordant Advisory Group Inc
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|---|---|
| CRD # | 117474 |
| SEC # | 801-111762 |
| CIK # | 0002013499 |
| AUM | 278.0 M (2026-06-23) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 410-348-1499 |
| Address | 309 Third Street Annapolis, MD 21403-2509 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Farmland Partners Inc | 16.0 | ||
| Sprott Physical Gold Trust | 13.4 | ||
| MERK Gold Trust | 12.3 | ||
| Sprott Physical Silver Trust | 11.3 | ||
| Uranium Royalty Corp | 9.2 | ||
| ETFS Platinum Trust | 7.7 | ||
| St Joe Co | 6.1 | ||
| Agnico Eagle Mines Ltd | 5.8 | ||
| Alamos Gold Inc | 5.0 | ||
| Alico Inc | 4.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 108 | 38.7 |
| (b) Individuals (high net worth individuals) | 74 | 219.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 5.3 |
| (h) Charitable organizations | 3 | 3.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 10.4 |
| (n) Other | 0 | 0.0 |
| Total | 471 | 278.0 |
| By Discretionary | ||
| Discretionary | 412 | 218.9 |
| Non-Discretionary | 59 | 59.1 |
| Total | 471 | 278.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 277.7 | |
| Total | 471 | 278.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002013499] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 3 (1 non-US) |
| Serves | Institutional, Retail |
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