Concourse Capital Advisors, LLC
● SEC registered since 2025CRD 336424SEC# 801-132824Atlanta, GA
Reg. AUM
$36.1M
Employees
1
Accounts
1
Location
Atlanta, GA
Concourse Capital Advisors, LLC assets under management
Concourse Capital Advisors, LLC is an SEC-registered investment adviser based in Atlanta, GA. The firm has been registered since 2025. It reports $36.1 million in regulatory assets under management and employs 1 people.
Concourse Capital Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joseph L. Mathias Control | Managing Member | Over 75% | 2025 |
| Patrick Andrew Chism | Chief Compliance Officer | Under 5% | 2025 |
Frequently asked questions
How much does Concourse Capital Advisors, LLC manage?
Concourse Capital Advisors, LLC reports $36.1 million in regulatory assets under management on its Form ADV.
How many employees does Concourse Capital Advisors, LLC have?
Concourse Capital Advisors, LLC reports 1 employees.
Where is Concourse Capital Advisors, LLC located?
Concourse Capital Advisors, LLC is based in Atlanta, GA and has been SEC-registered since 2025.
Does Concourse Capital Advisors, LLC disclose fund performance?
Concourse Capital Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 309 East Paces Ferry Rd., NE, Suite 400, Atlanta, GA 30305 |
| Phone | 404-751-0100 |
| Office hours | By Appointment |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$36.1M▲ 3%
Sep '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 97%
Larger than 3% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$36.1Mregulatory AUM
Discretionary $36.1M