Concord Asset Management, LLC
Firm details
- Headquarters
- Abingdon, Virginia
- CRD number
- 310710
- Registered since
- November 4, 2020
- Website
- concordassetmgmt.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Other Investment Advisers100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Concord Asset Management, LLC is an SEC-registered institutional RIA that began registration in 2020 and operates as an LLC. The firm serves primarily institutional clients while also providing portfolio management for individuals, small businesses and other institutions. Its advisory capabilities include discretionary portfolio management and the selection of third-party advisers, reflecting a capital allocator role. Fees are charged as a percentage of assets under management and via fixed-fee arrangements. Concord reports a related adviser relationship and does not position itself as an active ESG investor.
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 Funds52%
- Exchange Traded Equities42%
- Cash & Cash Equivalents3%
- State & Local Bonds2%
- US Government Bonds1%
Owners & executives
1 of 1
Gary Aiken
Chief Investment OfficerCRD 5966206
Contacts
1 of 1
Jonathan Weatherly
Partner, Wealth AdvisorCRD 4811385
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 65Active vs passive
$588M in ETFs
81%
$475M
18%
$113M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF (SPDW) | State Street | Passive | Foreign Large Blend | $37.4M | 741,283 | 6.35% |
Location
Abingdon, VA
Washington
Location
Abingdon, VA
Headquartered in Abingdon, VA, anchoring the Johnson City-Kingsport-Bristol, TN-VA metro in the South.
- Metro area
- Johnson City-Kingsport-Bristol, TN-VA
- Region
- South
- County
- Washington
- Address
- 955 W Main St
- Time zone
- ET (UTC-5)
- Office locations
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