CONCORD ASSET MANAGEMENT, LLC
Firm details
- Headquarters
- ABINGDON, Virginia
- CRD number
- 310710
- Registered since
- November 4, 2020
- Website
- concordassetmgmt.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Other Investment Advisers100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Concord Asset Management, LLC is an SEC-registered investment adviser that began reporting in 2020 and operates as a limited liability company. The firm positions itself as a capital allocator serving primarily institutional clients while also providing portfolio management for individuals, small businesses, and institutions. Its service mix includes discretionary portfolio management and selection of third‑party advisers. Fee arrangements combine percentage-of-AUM and fixed fees. Concord is not characterized as an active ESG investor and does not act as a multistate adviser; it identifies as a related adviser in its filings.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds52%
- Exchange Traded Equities42%
- Cash & Cash Equivalents3%
- State & Local Bonds2%
- US Government Bonds1%
Owners & executives
1 of 1GARY AIKEN
Chief Investment OfficerCRD 5966206
Contacts
1 of 1JONATHAN WEATHERLY
Partner, Wealth AdvisorCRD 4811385
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 53Active vs passive
$547M in ETFs
81%
$442M
18%
$105M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF (SPDW) | State Street | Passive | Foreign Large Blend | $34.1M | 747,992 | 6.24% |
Location
ABINGDON, VA
WASHINGTON
Location
ABINGDON, VA
Headquartered in ABINGDON, VA, anchoring the Johnson City-Kingsport-Bristol, TN-VA metro in the South.
- Metro area
- Johnson City-Kingsport-Bristol, TN-VA
- Region
- South
- County
- WASHINGTON
- Address
- 955 W Main St
- Time zone
- ET (UTC-5)
- Office locations
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