ANNAPOLIS, MDCRD 117474Latest ADV February 13, 2026
Accordant Advisory Group, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Annapolis, MD. Its latest Form ADV filing, dated February 13, 2026, reports $278M in regulatory assets under management, 3 employees, and 471 accounts.
Top client segmentIndividuals represent 57.1% of total clients.
Top client categories% of clientsClients
1
Individuals
57.1%
108
2
HNWI
39.2%
74
3
Charitable
1.6%
3
4
Corporations
1.6%
3
5
Pension Plans
0.5%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$278Mas of February 13, 2026
Discretionary78.7%
$219M
79% of total RAUM78.7%
Non-discretionary21.3%
$59M
21% of total RAUM21.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$278M
Total Accounts471
10Y AUM Change+$177M (+175.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee63:1
10Y Employee Change-1 (-25.0%)
* 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.