|
⚲
|
| Keyboard |
| Concord Wealth Partners
✚
|
|
|---|---|
| CRD # | 118643 |
| SEC # | 801-79249 |
| CIK # | 0001814214 |
| AUM | 1,069.9 M (2026-03-14) |
| Employees | 20 (50% Investors, 5% Brokers) |
| Phone | 276-628-5910 |
| Address | 955 West Main Street Abingdon, VA 24210-2427 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Nvidia Corp | 34.8 | |
| Apple Inc | 17.4 | |
| Microsoft Corp | 15.3 | |
| Broadcom Inc | 10.3 | |
| Amazon Com Inc | 9.4 | |
| J P Morgan Chase & Co | 9.1 | |
| Alphabet Inc | 8.8 | |
| Facebook Inc | 6.9 | |
| Caterpillar Inc | 6.9 | |
| Lockheed Martin Corp | 6.0 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 974 | 323.6 |
| (b) Individuals (high net worth individuals) | 258 | 691.3 |
| (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 | 17 | 31.5 |
| (h) Charitable organizations | 5 | 1.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 9 | 1.4 |
| (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 | 11 | 20.2 |
| (n) Other | 0 | 0.0 |
| Total | 3,273 | 1,069.9 |
| By Discretionary | ||
| Discretionary | 3,273 | 1,069.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,273 | 1,069.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,069.9 | |
| Total | 3,273 | 1,069.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001814214] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 6 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
American Investment Services Inc
✚
|
MA | 1,073.0 M |
|
Spinnaker Investment Group LLC
✚
|
CA | 1,072.9 M |
|
Providence Capital Advisors LLC
✚
|
NC | 1,072.1 M |
|
Occidental Asset Management LLC
✚
|
CA | 1,071.8 M |
|
Balboa Wealth Partners Inc
✚
|
AZ | 1,070.3 M |
|
Yeske BUIE Inc
✚
|
VA | 1,069.4 M |
|
PARR McKnight Wealth Management Group LLC
✚
|
MN | 1,068.6 M |
|
St Clair Advisors LLC
✚
|
OH | 1,068.0 M |
|
Resources Management Corp
✚
|
CT | 1,067.2 M |
|
Rae & Lipskie Investment Counsel Inc
✚
|
1,066.2 M |