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CONCURRENT INVESTMENT ADVISORS, LLC
CRD 323135File 801-126555
APPROVED
Retail clients
Custody
Filing as of Jul 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$15.73B
Top 10% of cohort (national)
Discretionary AUM
$12.80B
Non-discretionary $2.92B
Clients
13,277
41,105 accounts
Employees
187
Top 10% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Sep 8, 2022
- Principal office
- 100 S. ASHLEY DRIVE, SUITE 830, TAMPA, FL, 33602
- Phone
- 813-709-8800
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $15.73B
- Discretionary AUM
- $12.80B
- Non-discretionary AUM
- $2.92B
- Discretionary accounts
- 32,222
- Non-discretionary accounts
- 8,883
- Total accounts
- 41,105
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 6 | $20.8M |
| Charitable organizations | Fewer than 5 | $280K |
| High net worth individuals | 3,009 | $11.66B |
| Pension and profit sharing plans | Fewer than 5 | $184K |
| Individuals (other than high net worth individuals) | 10,259 | $4.04B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- 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.