Mark Patrick Culver
Investment adviser representative at Concurrent Investment Advisors, LLC
31 yearsExperience
1 stateRegistered in
$15.7BFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
31 years in the industry.
- Concurrent Investment Advisors, LLCOct 2025 to now
- Legacy Private Wealth PartnersOct 2025 to now
- Culver Investment Company, LLCSep 1997 to now
- Epiqwest Culver Wealth Advisors LLCJun 2020 to Oct 2025
- Culver Retirement Plan Services, Inc.Jun 1995 to Dec 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1990
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (CO).
Concurrent Investment Advisors, LLC
$15.7BAssets managed
13,277Clients
349Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1844054
- Firm CRD
- 323135