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CONCORDE ASSET MANAGEMENT, LLC
CRD 140367File 801-74519
APPROVED
Retail clients
Disclosure events
Filing as of Jul 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$598.4M
Above cohort median (national)
Discretionary AUM
$584.4M
Non-discretionary $13.9M
Clients
3,705
3,705 accounts
Employees
76
Above cohort median in MI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 19, 2012
- Principal office
- 3909 RESEARCH PARK DRIVE, SUITE 200, ANN ARBOR, MI, 48108
- Phone
- 248-824-6710
- Website
- HTTP://WWW.CONCORDEIS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $598.4M
- Discretionary AUM
- $584.4M
- Non-discretionary AUM
- $13.9M
- Discretionary accounts
- 3,648
- Non-discretionary accounts
- 57
- Total accounts
- 3,705
- AUM per client
- $162K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 7 | $5.0M |
| Charitable organizations | 1 | $406K |
| High net worth individuals | 38 | $150.2M |
| Pension and profit sharing plans | 8 | $850K |
| Individuals (other than high net worth individuals) | 3,651 | $441.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — PROMOTER FEES FROM OTHER ADVISORS
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- 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 11- Q11
- Q11D1
- Q11D2
- Q11D3
- Q11D4
- Q11D5
- Q11E2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 79 | 76 | decreased by3 |
| Apr 1, 2026 | Clients | 3,253 | 3,705 | increased by452 |
| Apr 1, 2026 | AUM | $489,858,232 | $598,360,368 | increased by$108,502,136 |
| Apr 1, 2026 | Accounts | 3,207 | 3,705 | increased by498 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 67 | 79 | increased by12 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 2,414 | 3,253 | increased by839 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $376,502,473 | $489,858,232 | increased by$113,355,759 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,414 | 3,207 | increased by793 |
| Apr 1, 2022 | Employees | 70 | 67 | decreased by3 |
| Apr 1, 2022 | Clients | 3,034 | 2,414 | decreased by620 |
| Apr 1, 2022 | AUM | $407,125,151 | $376,502,473 | decreased by$30,622,678 |
| Apr 1, 2022 | Accounts | 3,034 | 2,414 | decreased by620 |
| 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 “CONCORDE ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CONCORDE ASSET” 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.