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CONCORD ASSET MANAGEMENT, LLC

ABINGDON, VA · CRD 310710 · IAPD ↗ · (276) 628-5910

$639.4MRegulatory AUM
2Advisory reps
2Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — CONCORD ASSET MANAGEMENT, LLC notice-filed in MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2026 — CONCORD ASSET MANAGEMENT, LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2025 — CONCORD ASSET MANAGEMENT, LLC crossed $500M in regulatory AUM ($406.0M -> $520.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
38
April 2024 — CONCORD ASSET MANAGEMENT, LLC moved its main office from MIDLOTHIAN, VA to ABINGDON, VA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
59
April 2024 — CONCORD ASSET MANAGEMENT, LLC reported RAUM up 60% ($253.8M -> $406.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.