Accordant Advisory Group, Inc.

RIASEC RegisteredEst. 2017
Total AUM
$278M
Discretionary
$219M
79% of AUM
Avg account
$590K
Accounts
471
Employees
3
Advisory reps
2

Firm details

Headquarters
Annapolis, Maryland
CRD number
117474
Registered since
September 28, 2017
Website
planaccordingly.com
Custodians
RAYMOND JAMES & ASSOCIATES, INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI79.07%
  • Individuals13.93%
  • Corporations / Businesses3.74%
  • Pension & Profit Sharing Plans1.91%
  • Charitable Organizations1.35%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Accordant Advisory Group, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm provides fee-based financial planning and portfolio management to both individual and family clients as well as institutional and business clients. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, institutional portfolio management, and pension consulting. Compensation is primarily a percentage of assets under management, supplemented by hourly fees for certain work. The firm does not self-identify as an ESG-focused manager and is not listed as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 36%, Exchange Traded Equities 31%, Cash & Cash Equivalents 12%, Non-Exchange Traded Equities 7%, Other 6%, US Government Bonds 5%, Investment Grade Corp Bonds 2%, State & Local Bonds 1%36%
  • Public Funds/Mutual Funds36%
  • Exchange Traded Equities31%
  • Cash & Cash Equivalents12%
  • Non-Exchange Traded Equities7%
  • Other6%

Owners & executives

1 of 1
  • David Mckee

    David Mckee

    President and Chief Investment OfficerCRD 2512331

Contacts

1 of 1

  • Samuel McKee

    AdvisorCRD 7394597

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 70

Active vs passive

$46.1M in ETFs

Passive

99%

$45.5M

Active

1%

$599K

ETFProviderStyleCategoryValueShares% of portfolio
PACER US CASH COWS 100 ETF (COWZ)PassiveMid Cap Value$10.6M170,54523.02%
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Location

Primary office

Annapolis, MD

Anne Arundel

Location

Annapolis, MD

Headquartered in Annapolis, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
Anne Arundel
Address
309 Third St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth