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| Happy Holidays!! thanks for using AUM13F!! |
| Concorde Financial Corporation
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| CRD # | 105237 |
| SEC # | 801-16625 |
| CIK # | 0001911822, 0002001794 |
| AUM | $402.2 M (2025-03-28) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 972-701-5400 |
| Address | 8383 Preston Center Plaza Drive Dallas, TX 75225 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Sprott Physical Gold Trust | 15.7 | ||
| Texas Pacific Land Corp | 14.8 | ||
| J P Morgan Chase & Co | 8.9 | ||
| Chesapeake Energy Corp | 8.3 | ||
| Black Stone Minerals LP | 7.9 | ||
| Energy Transfer Equity LP | 7.1 | ||
| Amazon Com Inc | 6.5 | ||
| Exxon Mobil Corp | 6.4 | ||
| Microsoft Corp | 6.1 | ||
| AbbVie Inc | 6.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 53 | 24.6 |
| (b) Individuals (high net worth individuals) | 71 | 317.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 1.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 6 | 59.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 380 | 402.2 |
| By Discretionary | ||
| Discretionary | 290 | 328.0 |
| Non-Discretionary | 90 | 74.2 |
| Total | 380 | 402.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 402.2 | |
| Total | 380 | 402.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001911822] | |
| 6-K | [0002001794] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
RBA Wealth Management LLC
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|
CA | 0.4 |
|
Private Wealth Solutions LLC
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CA | 0.4 |
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Robinson Smith Wealth Advisors LLC
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ME | 0.4 |
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Headland Capital LLC
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SC | 0.4 |
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Centered Wealth LLC
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TX | 0.4 |
|
Signature Wealth Management Group LLC
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GA | 0.4 |
|
Accretive Wealth Partners LLC
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|
NJ | 0.4 |
|
WealthEdge Investment Advisors LLC
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|
NY | 0.4 |
|
Thayer Partners LLC
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|
0.4 | |
|
Objectivity Squared LLC
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SC | 0.4 |