Concord Asset Management, LLC
● SEC registered since 2020CRD 310710SEC# 801-119737Abingdon, VA
Reg. AUM
$639.4M
Employees
2
Accounts
1,653
Location
Abingdon, VA
Concord Asset Management, LLC assets under management
Concord Asset Management, LLC operates as an SEC-registered investment adviser based in Abingdon, VA. The firm has been registered since 2020. It reports $639.4 million in regulatory assets under management and employs 2 people.
Concord Asset Management, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Concord Wealth Holdings, LLC Control | Managing Member | Over 75% | 2020 |
| Edge Strategic Services, LLC Control | Member | 25-50% | 2020 |
| Gary Neil Aiken Control | Chief Investment Officer | Under 5% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Concord Asset Management, LLC manage?
Concord Asset Management, LLC reports $639.4 million in regulatory assets under management on its Form ADV.
How many employees does Concord Asset Management, LLC have?
Concord Asset Management, LLC reports 2 employees.
Where is Concord Asset Management, LLC located?
Concord Asset Management, LLC is based in Abingdon, VA and has been SEC-registered since 2020.
Does Concord Asset Management, LLC disclose fund performance?
Concord Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 955 West Main Street, Abingdon, VA 24210 |
| Phone | (276) 628-5910 |
| Fax | (276) 623-1593 |
| Office hours | 8:00 a.m. -5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 2031885 |
| Discloses disciplinary history | No |
Regulatory AUM
$639.4M▲ 23%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 42%
Larger than 58% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$639.4Mregulatory AUM
Discretionary $639.4M