Investment adviser · CRD 310710
CONCORD ASSET MANAGEMENT, LLC
Investment adviser filing (IA)
ABINGDON, VA, United States · Form ADV filed Mar 19, 2026
- Regulatory AUM
- $639M Form ADV · Item 5.F
- Client accounts
- 1,653 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Other investment advisers | Fewer than 5 | $639,413,236 | 100.0% |
| Corporations & businesses | 9 | Not reported | Not reported |
Filing source
Form ADV 2049687 · Mar 19, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 19, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
955 WEST MAIN STREETABINGDON, VA, 24210, United States
CRD 310710
Filing source
Form ADV 2049687 · Mar 19, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.