Concorde Asset Management, LLC

Overview

Concorde Asset Management, LLC is an independent registered investment adviser organized as an LLC that has been SEC-registered since 2012. The firm acts as a capital allocator for both individual and institutional clients, offering fee arrangements that include percentage-of-AUM billing as well as hourly and fixed fees. Its advisory services span comprehensive financial planning, discretionary portfolio management for individuals and businesses, selection of sub‑advisers, and pension consulting. Concorde maintains relationships across the financial services ecosystem—broker‑dealers, insurance firms, accounting and law practices, real estate brokers, and sponsors of limited partnerships—which it uses to source products and managers for clients. Concorde is equity‑oriented by preference and does not position itself as an active ESG investor. It identifies as an independent RIA focused on deploying traditional and alternative allocations through third‑party managers and direct investments.

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Public Holdings

Investments & Alternatives

Location & Offices