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CONCERT INVESTMENT ADVISORY LLC

Advisory

N·

Data as of Feb 18, 2026 · Source: SEC Form ADV

Total AUM
$91M
1-Year AUM Growth
-2.7%
3-Year CAGR
+3.8%
Employees
1
Assets Under Management
Total AUM$91M
Discretionary AUM$91M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients171
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Filing History
Total Filings on Record15
First FilingJun 18, 2019
Latest FilingFeb 18, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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