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CONCURRENT ASSET MANAGEMENT, LLC

TAMPA, FL · CRD 330657 · IAPD ↗ · 813-575-2652

$2.49BRegulatory AUM
2Advisory reps
3Employees
0Clients
n/aPlanning clients
2Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
December 2025 — CONCURRENT ASSET MANAGEMENT, LLC crossed $1B in regulatory AUM ($32.9M -> $2.48B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
42
April 2025 — CONCURRENT ASSET MANAGEMENT, LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2025 — CONCURRENT ASSET MANAGEMENT, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
January 2025 — CONCURRENT ASSET MANAGEMENT, LLC now reports 2 private fund(s) ($32.4M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
95
August 2024 — CONCURRENT ASSET MANAGEMENT, LLC (TAMPA, FL) is newly SEC-registered with $0 RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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