Concorde Investment Management
Concorde Investment Management is an SEC-registered wealth manager in Dallas, TX with $376.2M assets under management (AUM, regulatory AUM), -6% over one year. See who owns Concorde Investment Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 105237, SEC 801-16625, data through 2026-04-13.
- AUM (assets under management / regulatory AUM)
- $376.2M (2026-04-13)
- Firm type
- Wealth Manager
- Location
- Dallas, TX
- Employees
- 6
- Clients
- 131
- CRD
- 105237
- Ownership
- WOOD, GARY, BRENT; STETTER, JOHN, ARTHUR; STETTER, JOHN; WOOD, GREGORY, BRENT
How much AUM does Concorde Investment Management have?
Concorde Investment Management reported $376.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-13).
Who owns Concorde Investment Management?
Disclosed owners and executives of Concorde Investment Management include WOOD, GARY, BRENT, STETTER, JOHN, ARTHUR, STETTER, JOHN, WOOD, GREGORY, BRENT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.