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CONCORD ADVISORY GROUP LTD
CRD 107291File 801-38219
APPROVED
Retail clients
Filing as of Mar 11, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$46.19B
Top 10% of cohort (national)
Discretionary AUM
$0
Non-discretionary $46.19B
Clients
164
204 accounts
Employees
34
Top 10% of cohort in NJ
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Feb 1, 1991
- Principal office
- 700 ALEXANDER PARK, SUITE 203 & 202, PRINCETON, NJ, 08540
- Phone
- 609-987-9000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $46.19B
- Discretionary AUM
- $0
- Non-discretionary AUM
- $46.19B
- Discretionary accounts
- 0
- Non-discretionary accounts
- 204
- Total accounts
- 204
- AUM per client
- $281.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 32 | $13.46B |
| Insurance companies | 26 | $4.43B |
| Charitable organizations | 66 | $6.59B |
| High net worth individuals | Fewer than 5 | $31.7M |
| Pension and profit sharing plans | 37 | $18.76B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — % OF ASSESTS UNDER CONSULTATION
Advisory activities
- Other advisory activities
- Selection of other advisers
- Portfolio management for other
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 204 | 164 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.