Wealth Manager
    SEC Registered
    Manages Private Funds

    Concurrent Investment Advisors, LLC

    Registered investment advisor · Tampa, Florida · CRD #323135

    Assets Under Management
    $15.7B
    Client Accounts
    41,105
    Employees
    190
    CRD Number
    323135
    Registration
    SEC Registered
    Custodian
    Fidelity Brokerage Services Llc, Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Concurrent Investment Advisors, LLC

    Concurrent Investment Advisors, LLC is a SEC-registered investment advisory firm headquartered in Tampa, Florida, managing approximately $15.7B in regulatory assets across 41,105 client accounts. The firm's full regulatory record is filed with the SEC under CRD #323135.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Concurrent Investment Advisors, LLC

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    Frequently Asked Questions

    What is Concurrent Investment Advisors, LLC's AUM?

    Concurrent Investment Advisors, LLC reports approximately $15.7B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Concurrent Investment Advisors, LLC headquartered?

    Concurrent Investment Advisors, LLC is headquartered in Tampa, Florida.

    What is Concurrent Investment Advisors, LLC's CRD number?

    Concurrent Investment Advisors, LLC's CRD number is 323135. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Concurrent Investment Advisors, LLC manage?

    Concurrent Investment Advisors, LLC manages approximately 41,105 client accounts according to its latest SEC filing.

    Is Concurrent Investment Advisors, LLC SEC registered?

    Yes, Concurrent Investment Advisors, LLC is registered with the SEC as an investment adviser with an approved registration status.

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