CONCURRENT INVESTMENT ADVISORS, LLC

RIASEC RegisteredEst. 2022
Total AUM
$15.7B
Discretionary
$12.8B
81% of AUM
Avg account
$383K
Accounts
41,105
Employees
188
Advisory reps
258

Firm details

Headquarters
TAMPA, Florida
CRD number
323135
Registered since
September 8, 2022
Website
poweredbyconcurrent.com
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC, GOLDMAN SACHS CUSTODY SOLUTIONS, CHARLES SCHWAB & CO., INC., SEI INVESTMENTS DISTRIBUTION CO.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI74.17%
  • Individuals25.7%
  • Corporations / Businesses0.13%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Concurrent Investment Advisors, LLC is an independent, SEC-registered registered investment adviser (formed as an LLC and registered in 2022) that serves both individual/family and institutional clients. The firm positions itself as a capital allocator and provides fee arrangements that include percentage-of-AUM billing as well as hourly and fixed fees. Core advisory services listed include financial planning, portfolio management for individuals and small businesses, pension consulting and selection of outside advisers. The firm does not describe itself as an active ESG investor.

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 52%, Exchange Traded Equities 29%, Cash & Cash Equivalents 11%, Derivatives 5%, State & Local Bonds 2%, US Government Bonds 1%, Other 1%52%
  • Public Funds/Mutual Funds52%
  • Exchange Traded Equities29%
  • Cash & Cash Equivalents11%
  • Derivatives5%
  • State & Local Bonds2%

Owners & executives

3 of 12

  • SEAN MORTON

    CEO, Owner, Financial AdvisorCRD 4686526

  • Anthony David

    Chief Executive OfficerCRD 4300274

  • DENISE MCGUIRE

    COOCRD 6706021

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Contacts

3 of 246

  • GARNER MABRY

    Founding Partner & Financial AdvisorCRD 3276730

  • AMIR BARAR

    Managing PartnerCRD 3105445

  • Charles Sacco

    Financial AdvisorCRD 6618055

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 924

Active vs passive

$6.6B in ETFs

Passive

68%

$4.5B

Active

28%

$2.1B

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$206M344,1173.11%
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Location

Primary office

TAMPA, FL

HILLSBOROUGH

Location

TAMPA, FL

Headquartered in TAMPA, FL, in the South of the United States.

Region
South
County
HILLSBOROUGH
Address
100 S Ashley Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth