Concorde Investment Management

Overview

Concorde Investment Management is an independent registered investment adviser organized as a corporation and in business since 1981. Ownership is held privately rather than by a parent firm, and the adviser serves both individual/family clients and institutional clients. Core services are financial planning and discretionary portfolio management across individuals, small businesses, investment companies, and other institutions. Compensation is primarily a percentage of assets under management, with hourly billing used for certain services. The firm does not identify as an active ESG investor and is not a multi-state adviser per its filings. It also indicates industry roles beyond pure advisory work, acting in capacities such as adviser/sponsor and general partner or managing member of pooled investment vehicles.

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Public Holdings

Investments & Alternatives

Location & Offices