Concord Advisory Group Ltd is an SEC registered investment adviser organized as a corporation with a primary office location in Princeton, NJ. Its latest Form ADV filing, dated March 11, 2026, reports $46.2B in regulatory assets under management, 34 employees, 1 office, and 204 accounts.
Assets Under Management
$46.2B
Employees
34
Offices
1 office
Total Clients
204
Primary office
PRINCETON, NJ
700 ALEXANDER PARK, SUITE 203 & 202, PRINCETON, NJ, United States
Top client segmentCharitable represent 32.4% of total clients.
Top client categories% of clientsClients
1
Charitable
32.4%
66
2
RELIGIOUS ORGANIZATIONS
19.6%
40
3
Pension Plans
18.1%
37
4
Corporations
15.7%
32
5
Insurance Cos.
12.7%
26
Categories with <5 clients
High net worth individuals (HNWI)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$46.2Bas of March 11, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$46.2B
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$46.2B
Total Accounts204
10Y AUM Change+$32.5B (+237.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees34
Clients per Employee6:1
10Y Employee Change+4 (+13.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.