Accordant Advisory Group, Inc.
Accordant Advisory Group, Inc. is an SEC-registered wealth manager in Annapolis, MD with $278.0M assets under management (AUM, regulatory AUM), +33% over one year. See who owns Accordant Advisory Group, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 117474, SEC 801-111762, data through 2026-06-23.
- AUM (assets under management / regulatory AUM)
- $278.0M (2026-06-23)
- Firm type
- Wealth Manager
- Location
- Annapolis, MD
- Employees
- 3
- Clients
- 189
- CRD
- 117474
- Ownership
- MCKEE, DAVID, RITCHIE; ENGLISH, JOSEPH, MICHAEL; BURDETTE, THOMAS, EDWARD; SMITH, ERIN, MICHELE; Burdette, Thomas, Edward
How much AUM does Accordant Advisory Group, Inc. have?
Accordant Advisory Group, Inc. reported $278.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-23).
Who owns Accordant Advisory Group, Inc.?
Disclosed owners and executives of Accordant Advisory Group, Inc. include MCKEE, DAVID, RITCHIE, ENGLISH, JOSEPH, MICHAEL, BURDETTE, THOMAS, EDWARD, SMITH, ERIN, MICHELE, Burdette, Thomas, Edward. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.