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, SEC-registered registered investment adviser that provides financial planning and portfolio management to both individual and institutional clients. The firm, organized as a corporation and owner-operated, charges clients primarily on a percentage-of-assets basis and also offers hourly engagements. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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 72

Active vs passive

$62.9M in ETFs

Passive

95%

$59.5M

Active

5%

$3.4M

ETFProviderStyleCategoryValueShares% of portfolio
VANECK MERK GOLD ETF (OUNZ)VanEckPassiveCommodities Focused$12.3M273,22819.57%
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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