CONCORDE FINANCIAL CORPORATION
Legal name: CONCORDE INVESTMENT MANAGEMENT
CRD #105237 SEC #801-16625 DALLAS, TX 972-701-5400
SEC Registered Private Funds
Total AUM
$402.2M
Discretionary
$328M
Employees
5
Clients
1
Accounts
380
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $402.2M | $328M | $74.2M | 5 | 0 |
| Mar 2025 | $402.2M | $328M | $74.2M | 5 | 0 |
| Mar 2024 | $358.7M | $288.3M | $70.4M | 5 | 0 |
| Nov 2023 | $341.2M | $264.7M | $76.5M | 5 | 0 |
| Mar 2023 | $341.2M | $264.7M | $76.5M | 5 | 0 |
| Mar 2022 | $365.7M | $278.5M | $87.3M | 5 | 0 |
| Apr 2021 | $355.5M | $272.4M | $83.1M | 5 | 0 |
| Mar 2021 | $355.5M | $272.4M | $83.1M | 5 | 0 |
| Jun 2020 | $198M | $144.6M | $53.5M | 5 | 0 |
| Mar 2020 | $198M | $144.6M | $53.5M | 5 | 0 |
| Mar 2019 | $162.4M | $114.3M | $48.1M | 5 | 0 |
| Mar 2018 | $167.9M | $125M | $42.8M | 5 | 0 |
| Sep 2017 | $160.4M | $115.1M | $45.4M | 5 | 100 |
| Jun 2017 | $160.4M | $115.1M | $45.4M | 5 | 100 |
| Mar 2017 | $160.4M | $115.1M | $45.4M | 5 | 100 |
| Mar 2016 | $147.4M | $98.2M | $49.2M | 4 | 100 |
| Mar 2015 | $145.8M | $112.9M | $33M | 4 | 100 |
| Mar 2014 | $146.5M | $115.6M | $30.9M | 3 | 100 |
| Sep 2013 | $130.1M | $96.4M | $33.7M | 3 | 100 |
| Mar 2013 | $130.1M | $96.4M | $33.7M | 3 | 100 |
| Mar 2012 | $127.1M | $96M | $31M | 1 | 26 |
| Mar 2011 | $125.3M | $94.7M | $30.6M | 5 | -- |
| Mar 2010 | $125.3M | $94.7M | $30.6M | 5 | -- |
| Feb 2009 | $145.1M | $92.4M | $52.7M | 5 | -- |
| Mar 2008 | $192.2M | $134.3M | $57.9M | 5 | -- |
| Mar 2007 | $152.1M | $122.3M | $29.8M | 5 | -- |
| Mar 2006 | $126M | $105.7M | $20.3M | 5 | -- |
| Mar 2002 | $97.1M | $93.3M | $3.8M | 5 | -- |
DateOct 2025
Total AUM$402.2M
Discretionary$328M
Non-Disc.$74.2M
Employees5
Clients0
DateMar 2025
Total AUM$402.2M
Discretionary$328M
Non-Disc.$74.2M
Employees5
Clients0
DateMar 2024
Total AUM$358.7M
Discretionary$288.3M
Non-Disc.$70.4M
Employees5
Clients0
DateNov 2023
Total AUM$341.2M
Discretionary$264.7M
Non-Disc.$76.5M
Employees5
Clients0
DateMar 2023
Total AUM$341.2M
Discretionary$264.7M
Non-Disc.$76.5M
Employees5
Clients0
DateMar 2022
Total AUM$365.7M
Discretionary$278.5M
Non-Disc.$87.3M
Employees5
Clients0
DateApr 2021
Total AUM$355.5M
Discretionary$272.4M
Non-Disc.$83.1M
Employees5
Clients0
DateMar 2021
Total AUM$355.5M
Discretionary$272.4M
Non-Disc.$83.1M
Employees5
Clients0
DateJun 2020
Total AUM$198M
Discretionary$144.6M
Non-Disc.$53.5M
Employees5
Clients0
DateMar 2020
Total AUM$198M
Discretionary$144.6M
Non-Disc.$53.5M
Employees5
Clients0
DateMar 2019
Total AUM$162.4M
Discretionary$114.3M
Non-Disc.$48.1M
Employees5
Clients0
DateMar 2018
Total AUM$167.9M
Discretionary$125M
Non-Disc.$42.8M
Employees5
Clients0
DateSep 2017
Total AUM$160.4M
Discretionary$115.1M
Non-Disc.$45.4M
Employees5
Clients100
DateJun 2017
Total AUM$160.4M
Discretionary$115.1M
Non-Disc.$45.4M
Employees5
Clients100
DateMar 2017
Total AUM$160.4M
Discretionary$115.1M
Non-Disc.$45.4M
Employees5
Clients100
DateMar 2016
Total AUM$147.4M
Discretionary$98.2M
Non-Disc.$49.2M
Employees4
Clients100
DateMar 2015
Total AUM$145.8M
Discretionary$112.9M
Non-Disc.$33M
Employees4
Clients100
DateMar 2014
Total AUM$146.5M
Discretionary$115.6M
Non-Disc.$30.9M
Employees3
Clients100
DateSep 2013
Total AUM$130.1M
Discretionary$96.4M
Non-Disc.$33.7M
Employees3
Clients100
DateMar 2013
Total AUM$130.1M
Discretionary$96.4M
Non-Disc.$33.7M
Employees3
Clients100
DateMar 2012
Total AUM$127.1M
Discretionary$96M
Non-Disc.$31M
Employees1
Clients26
DateMar 2011
Total AUM$125.3M
Discretionary$94.7M
Non-Disc.$30.6M
Employees5
Clients--
DateMar 2010
Total AUM$125.3M
Discretionary$94.7M
Non-Disc.$30.6M
Employees5
Clients--
DateFeb 2009
Total AUM$145.1M
Discretionary$92.4M
Non-Disc.$52.7M
Employees5
Clients--
DateMar 2008
Total AUM$192.2M
Discretionary$134.3M
Non-Disc.$57.9M
Employees5
Clients--
DateMar 2007
Total AUM$152.1M
Discretionary$122.3M
Non-Disc.$29.8M
Employees5
Clients--
DateMar 2006
Total AUM$126M
Discretionary$105.7M
Non-Disc.$20.3M
Employees5
Clients--
DateMar 2002
Total AUM$97.1M
Discretionary$93.3M
Non-Disc.$3.8M
Employees5
Clients--