Data / Investment advisers / Virginia / Concord Asset Management, LLC
Concord Asset Management, LLC, Abingdon, VA: $639 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Concord Asset Management, LLC is an SEC registered investment adviser with its main office in Abingdon, Virginia and reports $639 million in regulatory assets under management in its Form ADV filed March 19, 2026. Its clients include other investment advisers and corporations and other businesses. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Concord Asset Management, LLC (CRD number 310710): 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
- 310710
- SEC file number
- 801-119737
- SEC status
- Approved, effective November 4, 2020
- Main office
- 955 West Main Street, Abingdon, VA 24210
- Phone
- (276) 628-5910
- Regulatory AUM
- $639,413,236 in the Form ADV filed March 19, 2026
- Discretionary AUM
- $639,413,236
- Accounts
- 1,653
- Employees
- 2, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 3
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 19, 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 |
|---|---|---|
| Other investment advisers | Fewer than 5 | $639.4 million |
| Corporations or other businesses | 9 | Not listed |
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 |
|---|---|---|
| April 1, 2026 | $639.4 million | March 19, 2026 |
| December 1, 2025 | $520.1 million | March 24, 2025 |
Other advisers in Virginia
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Broad Run Investment Management, LLC | Arlington | $681.8 million | Not listed | adviserinfo.sec.gov |
| Yorktown Management and Research Co Inc | Forest | $677.1 million | Not listed | adviserinfo.sec.gov |
| Allegiance Financial Group | Vienna | $675 million | Not listed | adviserinfo.sec.gov |
| Monument Wealth Management | Alexandria | $648.4 million | Not listed | adviserinfo.sec.gov |
| Guardian Point Capital, LP | Charlottesville | $646.4 million | 1 | adviserinfo.sec.gov |
| Crow's Nest Holdings LP | Richmond | $636.6 million | 2 | adviserinfo.sec.gov |
| Meridian Financial Partners LLC | Warrenton | $627.6 million | Not listed | adviserinfo.sec.gov |
| Beacon Harbor Wealth Advisors | Virginia Beach | $608.3 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Virginia
- Advisers with $500 million to $1 billion in AUM
- Advisers serving other investment advisers
- Advisers serving corporations and other businesses
- Concord Asset Management, LLC 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.