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CONCENTRIC
Legal name: ADVISOR PARTNERS II, LLC
CRD 321633File 801-125744
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$13.91B
Top 10% of cohort (national)
Discretionary AUM
$13.91B
Clients
5,371
5,371 accounts
Employees
26
Top 10% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- May 25, 2022
- Principal office
- 1333 N. CALIFORNIA BLVD, SUITE 680, WALNUT CREEK, CA, 94596
- Phone
- 888-265-2257
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $13.91B
- Discretionary AUM
- $13.91B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 5,371
- Non-discretionary accounts
- 0
- Total accounts
- 5,371
- AUM per client
- $2.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 131 | $1.29B |
| Charitable organizations | 91 | $352.5M |
| Other investment advisers | 4 | $12.4M |
| High net worth individuals | 4,380 | $11.68B |
| Pension and profit sharing plans | Fewer than 5 | $21.6M |
| Individuals (other than high net worth individuals) | 762 | $554.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- 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
- Yes
- 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 17, 2026 | Custody | No | Yes | |
| Apr 1, 2026 | Employees | 16 | 26 | increased by10 |
| Apr 1, 2026 | Clients | 3,552 | 5,371 | increased by1,819 |
| Apr 1, 2026 | AUM | $7,668,325,922 | $13,910,765,668 | increased by$6,242,439,746 |
| Apr 1, 2026 | Accounts | 3,552 | 5,371 | increased by1,819 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 10 | 16 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,119 | 3,552 | increased by2,433 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,668,620,031 | $7,668,325,922 | increased by$5,999,705,891 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,119 | 3,552 | increased by2,433 |
| Aug 1, 2022 | Registration | APPROVED-120 | APPROVED | |
| Aug 1, 2022 | AUM | $0 | $1,668,620,031 | increased by$1,668,620,031 |
| Aug 1, 2022 | Accounts | 0 | 1,119 | increased by1,119 |
| Jun 1, 2022 | Registration | — | APPROVED-120 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CONCENTRIC” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CONCENTRIC” 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.