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| Happy Holidays!! thanks for using AUM13F!! |
| Concurrent Investment Advisors LLC
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| CRD # | 323135 |
| SEC # | 801-126555 |
| CIK # | 0002001015 |
| AUM | $9.9 B (2025-07-28) |
| Employees | 173 (84% Investors, 28% Brokers) |
| Phone | 813-709-8800 |
| Address | 100 S Ashley Drive Tampa, FL 33602 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0002001015 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.2 | ||
| Apple Inc | 0.1 | ||
| Nvidia Corp | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Facebook Inc | 0.0 | ||
| SPDR Gold Trust | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Wal Mart Stores Inc | 0.0 | ||
| Broadcom Inc | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 8,113 | 2.7 |
| (b) Individuals (high net worth individuals) | 1,946 | 6.8 |
| (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 | 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 | 219 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 10,278 | 9.9 |
| By Discretionary | ||
| Discretionary | 7,327 | 7.5 |
| Non-Discretionary | 2,951 | 2.4 |
| Total | 10,278 | 9.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 9.9 | |
| Total | 10,278 | 9.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002001015] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
CSM Advisors LLC
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|
PA | 10.3 |
|
Invesco Asset Management India PVT Ltd
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|
10.3 | |
|
Kestra Private Wealth Services LLC
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|
TX | 10.2 |
|
McQueen Financial Advisors II Inc
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|
MI | 10.1 |
|
Mission Wealth Management LP
✚
|
CA | 10.0 |
|
Aptus Capital Advisors LLC
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|
AL | 9.9 |
|
Prospera Financial Services Inc
✚
|
TX | 9.8 |
|
Agincourt Capital Management LLC
✚
|
VA | 9.7 |
|
Heck Capital Advisors LLC
✚
|
WI | 9.7 |
|
Hyperion Asset Management Limited
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|
9.4 |