Accordant Advisory Group, Inc.
Firm details
- Headquarters
- Annapolis, Maryland
- CRD number
- 117474
- Registered since
- September 28, 2017
- Website
- planaccordingly.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI79.07%
- Individuals13.93%
- Corporations / Businesses3.74%
- Pension & Profit Sharing Plans1.91%
- Charitable Organizations1.35%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Accordant Advisory Group, Inc. is an independent registered investment adviser operating as a corporation and owner-controlled by an individual. The firm has been SEC-registered since 2017 and serves both individual/family and institutional clients. Its fee model mixes percentage-of-AUM billing with hourly charges, and the advisory services it lists include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. The firm reports it is not a capital allocator and does not identify as an active ESG investor. It is not a multi-state or newly formed adviser, and it does not list any related advisers in public filings.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds36%
- Exchange Traded Equities31%
- Cash & Cash Equivalents12%
- Non-Exchange Traded Equities7%
- Other6%
Owners & executives
1 of 1
David Mckee
President and Chief Investment OfficerCRD 2512331
Contacts
1 of 1Samuel McKee
AdvisorCRD 7394597
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 70Active vs passive
$46.1M in ETFs
99%
$45.5M
1%
$599K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PACER US CASH COWS 100 ETF (COWZ) | Passive | Mid Cap Value | $10.6M | 170,545 | 23.02% |
Location
Annapolis, MD
Anne Arundel
Location
Annapolis, MD
Headquartered in Annapolis, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Anne Arundel
- Address
- 309 Third St
- Time zone
- ET (UTC-5)
- Office locations
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