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CONCORD ASSET MANAGEMENT, LLC
CRD 310710File 801-119737
APPROVED
Filing as of Mar 19, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$639.4M
Above cohort median (national)
Discretionary AUM
$639.4M
Clients
9
1,653 accounts
Employees
2
Above cohort median in VA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Nov 4, 2020
- Principal office
- 955 WEST MAIN STREET, ABINGDON, VA, 24210
- Phone
- (276) 628-5910
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $639.4M
- Discretionary AUM
- $639.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,653
- Non-discretionary accounts
- 0
- Total accounts
- 1,653
- AUM per client
- $71.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 9 | Not reported |
| Other investment advisers | Fewer than 5 | $639.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- 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 |
|---|---|---|---|
| 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.