Concord Advisory Group Ltd

Registered investment adviser · Princeton, NJ · CRD #107291

Form ADV data as of 2026-09-01

Regulatory assets

$46.19 billion

Total accounts

204

Employees

Disclosure events

Firm details

This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$0
Non-discretionary regulatory assets under management	$46.19 billion
Total regulatory assets under management	$46.19 billion
Discretionary accounts	0
Non-discretionary accounts	204
Total accounts	204
Regulatory assets under management attributable to non-U.S. persons	$1.06 billion

Total employees (excluding clerical)	34
Employees performing investment advisory functions (including research)	12
Employees who are registered representatives of a broker-dealer	0
Employees registered as investment adviser representatives with a state	0
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	0
Firms or persons who solicit advisory clients on the firm's behalf	0

Has custody of client cash or bank accounts	No
Has custody of client securities	No
A related person has custody of client cash or bank accounts	No
A related person has custody of client securities	No
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No

Fixed fees (other than subscription fees)Other

Pension consulting servicesSelection of other advisers (including private fund managers)Other

Type of client	Clients	Assets
High net worth individuals	3	$31.7 million
Pension and profit sharing plans (not the participants or government plans)	37	$18.76 billion
Charitable organizations	66	$6.59 billion
Insurance companies	26	$4.43 billion
Corporations or other businesses not listed above	32	$13.46 billion
Other	40	$2.91 billion