Concurrent Investment Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Tampa, FL. Its latest Form ADV filing, dated April 23, 2026, reports $15.7B in regulatory assets under management, 188 employees, 72 offices, and 41,105 accounts.
Assets Under Management
$15.7B
Employees
188
Offices
72 offices
Total Clients
13,277
Primary office
TAMPA, FL
100 S. ASHLEY DRIVE, SUITE 830, TAMPA, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 77.3% of total clients.
Top client categories% of clientsClients
1
Individuals
77.3%
10,259
2
HNWI
22.7%
3,009
Additional categories (<0.1%)
Corporations6 clients
Charitable<5 clients
Pension Plans<5 clients
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$15.7Bas of April 23, 2026
Discretionary81.4%
$12.8B
81% of total RAUM81.4%
Non-discretionary18.6%
$2.9B
19% of total RAUM18.6%
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.
Total AUM$15.7B
Total Accounts41,105
10Y AUM Change+$15.7B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees188
Clients per Employee71:1
10Y Employee Change+187 (+18700.0%)
* 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.