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CONCORD INVESTMENT COUNSEL
CRD 107901File 801-39752
APPROVED
Retail clients
Filing as of Jul 21, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$397.9M
Below cohort median (national)
Discretionary AUM
$377.7M
Non-discretionary $20.1M
Clients
207
456 accounts
Employees
4
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Sep 4, 1991
- Principal office
- 9259 RESEARCH DRIVE, IRVINE, CA, 92618
- Phone
- 949-852-4100
- Website
- http://macmblog.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $397.9M
- Discretionary AUM
- $377.7M
- Non-discretionary AUM
- $20.1M
- Discretionary accounts
- 446
- Non-discretionary accounts
- 10
- Total accounts
- 456
- AUM per client
- $1.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 207 | $397.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
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 | Change |
|---|---|---|---|---|
| Aug 1, 2026 | Clients | 234 | 207 | decreased by27 |
| Aug 1, 2026 | AUM | $327,455,935 | $397,890,400 | increased by$70,434,465 |
| Aug 1, 2026 | Accounts | 458 | 456 | decreased by2 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 238 | 234 | decreased by4 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $319,837,369 | $327,455,935 | increased by$7,618,566 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 473 | 458 | decreased by15 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 252 | 238 | decreased by14 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $320,176,527 | $319,837,369 | decreased by$339,158 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 534 | 473 | decreased by61 |
| Jul 1, 2022 | Clients | 254 | 252 | decreased by2 |
| Jul 1, 2022 | AUM | $302,486,145 | $320,176,527 | increased by$17,690,382 |
| Jul 1, 2022 | Accounts | 539 | 534 | decreased by5 |
| Aug 1, 2021 | Clients | 269 | 254 | decreased by15 |
| Aug 1, 2021 | AUM | $200,159,730 | $302,486,145 | increased by$102,326,415 |
| Aug 1, 2021 | Accounts | 530 | 539 | increased by9 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CONCORD INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CONCORD INVESTMENT” 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.