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ACCORDANT ADVISORY GROUP, INC.
CRD 117474File 801-111762
APPROVED
Retail clients
Filing as of Aug 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$278.0M
Below cohort median (national)
Discretionary AUM
$218.9M
Non-discretionary $59.1M
Clients
189
471 accounts
Employees
3
Below cohort median in MD
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Sep 28, 2017
- Principal office
- 309 THIRD STREET, ANNAPOLIS, MD, 21403-2509
- Phone
- 410-348-1499
- Website
- HTTP://PLANACCORDINGLY.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $278.0M
- Discretionary AUM
- $218.9M
- Non-discretionary AUM
- $59.1M
- Discretionary accounts
- 412
- Non-discretionary accounts
- 59
- Total accounts
- 471
- AUM per client
- $1.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 3 | $10.4M |
| Charitable organizations | 3 | $3.8M |
| High net worth individuals | 74 | $219.8M |
| Pension and profit sharing plans | 1 | $5.3M |
| Individuals (other than high net worth individuals) | 108 | $38.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- 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 |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 4 | 3 | decreased by1 |
| Mar 1, 2026 | Clients | 195 | 189 | decreased by6 |
| Mar 1, 2026 | AUM | $208,429,251 | $277,973,372 | increased by$69,544,121 |
| Mar 1, 2026 | Accounts | 398 | 471 | increased by73 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 4 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 228 | 195 | decreased by33 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $210,204,029 | $208,429,251 | decreased by$1,774,778 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 494 | 398 | decreased by96 |
| Mar 1, 2022 | Clients | 233 | 228 | decreased by5 |
| Mar 1, 2022 | AUM | $166,692,551 | $210,204,029 | increased by$43,511,478 |
| Mar 1, 2022 | Accounts | 450 | 494 | increased by44 |
| 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 “ACCORDANT ADVISORY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ACCORDANT 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.