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CONCURRENT INVESTMENT ADVISORS, LLC

TAMPA, FL · CRD 323135 · IAPD ↗ · 44mgmt.com · 813-709-8800

$15.73BRegulatory AUM
160Advisory reps
187Employees
0Clients
26-50Planning clients
0Private funds
51States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
May 2026 — CONCURRENT INVESTMENT ADVISORS, LLC's Item 11 disclosure-reporting entries rose by 1 (0 -> 1).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
47
April 2026 — CONCURRENT INVESTMENT ADVISORS, LLC notice-filed in ND.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2026 — CONCURRENT INVESTMENT ADVISORS, LLC added office(s): 43 -> 72 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
71
April 2026 — CONCURRENT INVESTMENT ADVISORS, LLC reported RAUM up 59% ($9.90B -> $15.73B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
March 2026 — CONCURRENT INVESTMENT ADVISORS, LLC added office(s): 42 -> 43 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
December 2025 — CONCURRENT INVESTMENT ADVISORS, LLC notice-filed in VT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
December 2025 — CONCURRENT INVESTMENT ADVISORS, LLC added office(s): 29 -> 42 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
December 2025 — CONCURRENT INVESTMENT ADVISORS, LLC grew from 146 to 163 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
August 2025 — CONCURRENT INVESTMENT ADVISORS, LLC added office(s): 28 -> 29 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
76
July 2025 — CONCURRENT INVESTMENT ADVISORS, LLC grew from 137 to 143 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2025 — CONCURRENT INVESTMENT ADVISORS, LLC added office(s): 42 -> 50 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
66
April 2025 — CONCURRENT INVESTMENT ADVISORS, LLC reports 101-250 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
71
April 2025 — CONCURRENT INVESTMENT ADVISORS, LLC reported RAUM up 58% ($6.26B -> $9.90B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
75
March 2025 — CONCURRENT INVESTMENT ADVISORS, LLC grew from 132 to 137 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
January 2025 — CONCURRENT INVESTMENT ADVISORS, LLC added office(s): 39 -> 42 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
November 2024 — CONCURRENT INVESTMENT ADVISORS, LLC added office(s): 38 -> 39 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
75
October 2024 — CONCURRENT INVESTMENT ADVISORS, LLC grew from 126 to 131 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
53
August 2024 — CONCURRENT INVESTMENT ADVISORS, LLC notice-filed in DE, RI, SD, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
August 2024 — CONCURRENT INVESTMENT ADVISORS, LLC added office(s): 37 -> 38 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
75
August 2024 — CONCURRENT INVESTMENT ADVISORS, LLC grew from 118 to 123 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
May 2024 — CONCURRENT INVESTMENT ADVISORS, LLC added office(s): 29 -> 37 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
May 2024 — CONCURRENT INVESTMENT ADVISORS, LLC notice-filed in AZ, CT, IA, ID, MA, MO, MS, MT, NE, NH, NV, OH, PA, UT, WV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
78
May 2024 — CONCURRENT INVESTMENT ADVISORS, LLC grew from 106 to 114 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
49
April 2024 — CONCURRENT INVESTMENT ADVISORS, LLC notice-filed in AR, ME.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
February 2024 — CONCURRENT INVESTMENT ADVISORS, LLC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
February 2024 — CONCURRENT INVESTMENT ADVISORS, LLC added office(s): 29 -> 30 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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