SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Concurrent Investment Advisors, LLC
Tampa, FL
CRD 323135
Firm filing updated September 16, 2026 ·
- $15.7BAssets
- 160Advisory staff
- 41,105Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals10,259
- High net worth individuals3,009
- Corporations or other businesses6
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 10,259 | $4.0 billion |
| High net worth individuals | 3,009 | $11.7 billion |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 clients | $183,504 |
| Charitable organizations | Fewer than 5 clients | $280,256 |
| Corporations or other businesses not listed above | 6 | $20.8 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
See all 4 services
- Selection of other advisors (including private fund managers)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$15.7 billion
- Accounts41,105
- Discretionary$12.8 billion · 32,222 accounts
- Non-discretionary$2.9 billion · 8,883 accounts
People
- Employees187
- Advisory staff160
- Broker-dealer reps53
- Licensed insurance agents73
- Planning clients26 to 50
Advisors
173 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 323135, SEC file 801-126555.
- Registered with the SEC as an investment advisor (status date on record: September 8, 2022).
Is Concurrent Investment Advisors, LLC a fiduciary?
Short answer: Concurrent Investment Advisors, LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 53 staff are broker-dealer representatives. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
73 staff are licensed insurance agents and the firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.