WALNUT CREEK, CACRD 321633Latest ADV March 31, 2026
Concentric is an SEC registered investment adviser organized as a limited liability company with a primary office location in Walnut Creek, CA. Its latest Form ADV filing, dated March 31, 2026, reports $13.9B in regulatory assets under management, 26 employees, 3 offices, and 5,371 accounts.
Assets Under Management
$13.9B
Employees
26
Offices
3 offices
Total Clients
5,371
Primary office
WALNUT CREEK, CA
1333 N. CALIFORNIA BLVD, SUITE 680, WALNUT CREEK, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 81.5% of total clients.
Top client categories% of clientsClients
1
HNWI
81.5%
4,380
2
Individuals
14.2%
762
3
Corporations
2.4%
131
4
Charitable
1.7%
91
5
Other Advisers
0.1%
4
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$13.9Bas of March 31, 2026
Discretionary100.0%
$13.9B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$13.9B
Total Accounts5,371
10Y AUM Change+$13.9B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees26
Clients per Employee207:1
10Y Employee Change+16 (+160.0%)
* 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.