CONCORD ADVISORY GROUP LTD

CRD 107291File 801-38219

APPROVED

Retail clients

Filing as of Mar 11, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$46.19B

Top 10% of cohort (national)

Discretionary AUM

Non-discretionary $46.19B

Clients

164

204 accounts

Employees

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
Website: HTTP://WWW.CONCORDADVISORY.COM

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Aug 17, 2026	Clients	204	164	decreased by40
Apr 1, 2026	Clients	197	204	increased by7
Apr 1, 2026	AUM	$37,567,763,949	$46,186,698,581	increased by$8,618,934,632
Apr 1, 2026	Accounts	200	204	increased by4
May 1, 2025 vs Oct 1, 2022	Clients	172	197	increased by25
May 1, 2025 vs Oct 1, 2022	AUM	$45,399,958,768	$37,567,763,949	decreased by$7,832,194,819
May 1, 2025 vs Oct 1, 2022	Accounts	177	200	increased by23
Apr 1, 2022	Employees	31	34	increased by3
Apr 1, 2022	Clients	164	172	increased by8
Apr 1, 2022	AUM	$43,333,638,551	$45,399,958,768	increased by$2,066,320,217
Apr 1, 2022	Accounts	168	177	increased by9
Apr 1, 2021	Registration	—	APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “CONCORD ADVISORY” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CONCORD ADVISORY” may also match similarly-named firms). Confirm identity against each filing.

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.