Concorde Asset Management, LLC

Overview

Concorde Asset Management, LLC is an SEC-registered investment adviser established in 2012 and organized as an LLC. The firm serves both individual/family clients and institutional investors and describes itself as an active capital allocator that uses third‑party managers. Its advisory services span financial planning, portfolio management for individuals, small businesses and institutions, pension-consulting work, and the selection of other advisers. Fee arrangements are flexible and include percentage‑of‑AUM charges, hourly billing, fixed fees and other structures. The firm does not identify itself as an active ESG investor. Concorde maintains a range of industry relationships—affiliations include broker‑dealers, other investment advisers, accounting and law firms, insurance companies, real‑estate brokers and entities that sponsor limited partnerships—which suggests it leverages external partners for deal flow and specialized services.

Assets & Accounts

Public Holdings

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Location & Offices