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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 Aug 17, 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
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 |
|---|---|---|---|
| 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.