Data / Investment advisers / Maryland / Accordant Advisory Group, Inc.
Accordant Advisory Group, Inc., Annapolis, MD: $278 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Accordant Advisory Group, Inc. is an SEC registered investment adviser with its main office in Annapolis, Maryland and reports $278 million in regulatory assets under management in its Form ADV filed October 28, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management and hourly charges.
The request: Watch Accordant Advisory Group, Inc. (CRD number 117474): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 117474
- SEC file number
- 801-111762
- SEC status
- Approved, effective September 28, 2017
- Main office
- 309 Third Street, Annapolis, MD 21403
- Phone
- (410) 348-1499
- Website
- planaccordingly.com
- Regulatory AUM
- $277,973,372 in the Form ADV filed October 28, 2026
- Discretionary AUM
- $218,889,201
- Non discretionary AUM
- $59,084,171
- Accounts
- 471
- Employees
- 3, of which 2 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 28, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 74 | $219.8 million |
| Individuals (other than high net worth individuals) | 108 | $38.7 million |
| Corporations or other businesses | 3 | $10.4 million |
| Pension and profit sharing plans | 1 | $5.3 million |
| Charitable organizations | 3 | $3.8 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $278 million | February 13, 2026 |
| December 1, 2025 | $208.4 million | February 5, 2025 |
Other advisers in Annapolis
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| 1 North Wealth Services, LLC | Annapolis | $320.4 million | Not listed | adviserinfo.sec.gov |
| Valuewealth Services, LLC | Annapolis | $319 million | Not listed | adviserinfo.sec.gov |
| The Ellerson Group Inc | Annapolis | $291.2 million | Not listed | adviserinfo.sec.gov |
| Shaker Financial Services | Annapolis | $286.3 million | Not listed | adviserinfo.sec.gov |
| RCS Financial Planning, LLC | Annapolis | $281 million | Not listed | adviserinfo.sec.gov |
| Sera Capital Management, LLC | Annapolis | $114.3 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Annapolis, MD
- Investment advisers in Maryland
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Accordant Advisory Group, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.