RIA Intel›Advisers›Florida›CONCURRENT INVESTMENT ADVISORS, LLC

CONCURRENT INVESTMENT ADVISORS, LLC

Advisory

N·TAMPA, FL

Data as of Mar 24, 2026 · Source: SEC Form ADV

Total AUM
$15.7B
1-Year AUM Growth
+58.3%
3-Year CAGR
+313.0%
Employees
163
Assets Under Management
Total AUM$15.7B
Discretionary AUM$12.8B
Non-Discretionary AUM$2.9B
Discretionary %81.4%
Total Clients10,278
Team
Total Employees163
Investment Advisers190
Employee Growth (1Y)+12.7%
Filing History
Total Filings on Record65
First FilingAug 13, 2022
Latest FilingMar 24, 2026
🔒 Full AUM trend chart and 65 historical filings spanning 4+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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