Concord Atlantic, Inc. is an SEC registered investment adviser. Its latest Form ADV filing, dated March 16, 2026, reports $145M in regulatory assets under management, 1 employee, and 50 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 80.0% of total clients.
Top client categories% of clientsClients
1
HNWI
80.0%
40
2
Individuals
20.0%
10
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$145Mas of March 16, 2026
Discretionary99.3%
$144M
99% of total RAUM99.3%
Non-discretionary0.7%
$1M
1% of total RAUM0.7%
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$145M
Total Accounts50
10Y AUM Change+$35M (+31.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee50:1
10Y Employee Change0 (0.0%)
* 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.