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CONCORD ADVISORY GROUP LTD

Advisory

N·PRINCETON, NJ

Data as of Mar 11, 2026 · Source: SEC Form ADV

Total AUM

$46.2B

1-Year AUM Growth

+7.5%

3-Year CAGR

-6.6%

Employees

12

Assets Under Management

Total AUM$46.2B

Discretionary AUM$0

Non-Discretionary AUM$46.2B

Discretionary %0%

Total Clients197

Team

Total Employees12

Investment Advisers34

Employee Growth (1Y)-7.7%

Filing History

Total Filings on Record16

First FilingMar 26, 2013

Latest FilingMar 11, 2026

🔒 Full AUM trend chart and 16 historical filings spanning 13+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CONCORD ADVISORY GROUP LTD

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.