Arthur Millwee Klugh
Investment adviser representative at Concurrent Investment Advisors, LLC
20 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$15.7BFirm assets
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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
20 years in the industry.
- Concurrent Investment Advisors, LLCSep 2023 to now
- Concurrent Investment Advisors dba Cox, Klugh, & Co.Sep 2023 to now
- Purshe Kaplan Sterling Investments LLCSep 2023 to now
- Cetera Advisor Networks LLCNov 2017 to Aug 2020
- United CapitalJul 2015 to Sep 2023
- United Capital Financial Advisers, LLCJul 2015 to Sep 2023
- Girard SecuritiesJul 2015 to Nov 2017
- Goldman Sachs PfmFeb 2006 to Sep 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
State registrations
Registered as an investment adviser representative in 2 states (SC, TX).
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
- 3126620
- Firm CRD
- 323135