Concord Asset Management, LLC
Concord Asset Management, LLC is an SEC-registered ria in Abingdon, VA with $639.4M assets under management (AUM, regulatory AUM), +23% over one year. See who owns Concord Asset Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 310710, SEC 801-119737, data through 2026-03-19.
- AUM (assets under management / regulatory AUM)
- $639.4M (2026-03-19)
- Firm type
- Ria
- Location
- Abingdon, VA
- Employees
- 2
- Clients
- 9
- CRD
- 310710
- Ownership
- CONCORD WEALTH HOLDINGS, LLC; WEATHERLY, JONATHAN, ROBERT; EDGE STRATEGIC SERVICES, LLC; AIKEN, GARY, NEIL; STRATEGIC SERVICES, LLC
How much AUM does Concord Asset Management, LLC have?
Concord Asset Management, LLC reported $639.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-19).
Who owns Concord Asset Management, LLC?
Disclosed owners and executives of Concord Asset Management, LLC include CONCORD WEALTH HOLDINGS, LLC, WEATHERLY, JONATHAN, ROBERT, EDGE STRATEGIC SERVICES, LLC, AIKEN, GARY, NEIL, STRATEGIC SERVICES, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.