|
⚲
|
| Concord Asset Management LLC
✚
|
|
|---|---|
| CRD # | 310710 |
| SEC # | 801-119737 |
| CIK # | 0001275124, 0002031885 |
| AUM | $639.4 M (2026-03-19) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 276-628-5910 |
| Address | 955 West Main Street Abingdon, VA 24210 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 16.7 | ||
| Apple Inc | 15.6 | ||
| Microsoft Corp | 11.5 | ||
| Broadcom Inc | 9.9 | ||
| Alphabet Inc | 8.6 | ||
| Amazon Com Inc | 8.4 | ||
| J P Morgan Chase & Co | 8.1 | ||
| Facebook Inc | 6.7 | ||
| Caterpillar Inc | 6.1 | ||
| Lockheed Martin Corp | 5.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 639.4 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,653 | 639.4 |
| By Discretionary | ||
| Discretionary | 1,653 | 639.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,653 | 639.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 639.4 | |
| Total | 1,653 | 639.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001275124] | |
| 13F-HR | [0002031885] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Shakespeare Wealth Management LLC
✚
|
WI | 0.6 |
|
Phoenix Wealth Advisors Inc
✚
|
NC | 0.6 |
|
Single Point Partners LLC
✚
|
MA | 0.6 |
|
Riverstone Advisors LLC
✚
|
0.6 | |
|
MWA Financial Services Inc
✚
|
IL | 0.6 |
|
Libra Wealth LLC
✚
|
CA | 0.6 |
|
The Watchman Group Inc
✚
|
TX | 0.6 |
|
Northeast Advisers Inc
✚
|
PA | 0.6 |
|
SK Wealth Management LLC
✚
|
RI | 0.6 |
|
Scott & Selber Inc Capital Management
✚
|
TX | 0.6 |