Katie Fehrman Edmonds
Investment adviser representative at Concurrent Investment Advisors, LLC
22 yearsExperience
2 statesRegistered 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
22 years in the industry.
- Concurrent Investment Advisors, LLCFeb 2026 to now
- Purshe Kaplan Sterling InvestmentsFeb 2026 to now
- Fehrman Investment GroupSep 2014 to now
- Raymond James Financial Services AdvisorsJan 2021 to Feb 2026
- Raymond James Financial Services IncAug 2020 to Feb 2026
- UnemployedMay 2020 to Aug 2020
- LPL FinancialMay 2019 to Jun 2019
- Stable Waters FinancialJan 2019 to May 2019
- University of GeorgiaAug 2017 to May 2020
- Westminster Schools of AugustaAug 2004 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (GA, 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
- 6652856
- Firm CRD
- 323135