Concurrent Investment Advisors, LLC
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
FINTRXOverview
Concurrent Investment Advisors, LLC is an independent registered investment adviser that completed SEC registration in 2022. The firm positions itself as a capital allocator for both high-net-worth individuals/families and institutional clients, offering a mix of financial planning, portfolio management for individuals and small businesses, pension consulting and manager selection services. Its fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee engagements, and the business model includes acting as a selector of third‑party managers rather than running all strategies in‑house. The firm is not an active ESG investor.
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 Equities29%
- Cash & Cash Equivalents11%
- Derivatives5%
- State & Local Bonds2%
Owners & executives
3 of 18
Nathan Lenz
CEOCRD 5355530
Anthony David
Chief Executive OfficerCRD 4300274
Joseph Mcquaid
Chief Operating OfficerCRD 4132950
Contacts
3 of 323
Deborah Kelly
Financial AdvisorCRD 5644646
Matthew Wigren
Partner and Investment AdvisorCRD 5762011
Bharat Mulchandani
Wealth ManagerCRD 5762122
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1,042Active vs passive
$8B in ETFs
73%
$5.9B
22%
$2.1B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $373M | 543,613 | 4.66% |
Location
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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