RIA Intel›Advisers›Florida›CONCORDIUS CAPITAL ADVISORS, LLC

CONCORDIUS CAPITAL ADVISORS, LLC

Advisory

N·ST PETERSBURG, FL

Data as of Jun 29, 2015 · Source: SEC Form ADV

Total AUM

$32M

1-Year AUM Growth

-75.2%

3-Year CAGR

-36.8%

Employees

5

Assets Under Management

Total AUM$32M

Discretionary AUM$29M

Non-Discretionary AUM$3M

Discretionary %90.6%

Total Clients—

Team

Total Employees5

Investment Advisers7

Employee Growth (1Y)—

Filing History

Total Filings on Record70

First FilingJan 25, 2007

Latest FilingJun 29, 2015

🔒 Full AUM trend chart and 70 historical filings spanning 8+ 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 CONCORDIUS CAPITAL ADVISORS, LLC

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