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ACCORDANT INVESTMENTS LLC

SCOTTSDALE, AZ · CRD 325678 · IAPD ↗ · accordantinvestments.com · 602-609-2193

$186.4MRegulatory AUM
4Advisory reps
17Employees
0Clients
0Planning clients
1Private funds
4States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
December 2025 — ACCORDANT INVESTMENTS LLC reported RAUM up 214% ($52.2M -> $164.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
27
June 2025 — ACCORDANT INVESTMENTS LLC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
49
April 2025 — ACCORDANT INVESTMENTS LLC reported RAUM up 46% ($35.6M -> $52.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
29
April 2024 — ACCORDANT INVESTMENTS LLC notice-filed in NJ, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
February 2024 — ACCORDANT INVESTMENTS LLC now reports 1 private fund(s) ($0 gross).
Firm reports private funds for the first time.
Fund administrationCompliance

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