ACCORDANT ADVISORY GROUP, INC.
CRD #117474 SEC #801-111762 ANNAPOLIS, MD 410-348-1499
SEC Registered
Total AUM
$208.4M
Discretionary
$159.5M
Employees
4
Clients
10
Accounts
398
Firm Details
- Organization Type
- Corporation
- State of Formation
- Virginia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 5, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Burdette, Thomas, Edward | I | INVESTMENT ADVISER REPRESENTATIVE | NA | |
| ENGLISH, JOSEPH, MICHAEL | I | SHAREHOLDER | NA | Control |
| ENGLISH, JOSEPH, MICHAEL | I | SHAREHOLDER | NA | Control |
| ENGLISH, JOSEPH, MICHAEL | I | SHAREHOLDER | NA | Control |
| ENGLISH, JOSEPH, MICHAEL | I | SHAREHOLDER | NA | Control |
| ENGLISH, JOSEPH, MICHAEL | I | SHAREHOLDER | NA | Control |
| ENGLISH, JOSEPH, MICHAEL | I | SHAREHOLDER | NA | Control |
| ENGLISH, JOSEPH, MICHAEL | I | SHAREHOLDER | NA | Control |
| ENGLISH, JOSEPH, MICHAEL | I | SHAREHOLDER | NA | Control |
| ENGLISH, JOSEPH, MICHAEL | I | SHAREHOLDER | NA | Control |
| ENGLISH, JOSEPH, MICHAEL | I | SHAREHOLDER | NA | Control |
| ENGLISH, JOSEPH, MICHAEL | I | SHAREHOLDER | NA | Control |
| ENGLISH, JOSEPH, MICHAEL | I | SHAREHOLDER | NA | Control |
| ENGLISH, JOSEPH, MICHAEL | I | SHAREHOLDER | NA | Control |
| ENGLISH, JOSEPH, MICHAEL | I | SHAREHOLDER | NA | Control |
| ENGLISH, JOSEPH, MICHAEL | I | SHAREHOLDER | NA | Control |
| ENGLISH, JOSEPH, MICHAEL | I | SHAREHOLDER | NA | Control |
| MCKEE, DAVID, RITCHIE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| MCKEE, DAVID, RITCHIE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| MCKEE, DAVID, RITCHIE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| MCKEE, DAVID, RITCHIE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| MCKEE, DAVID, RITCHIE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| MCKEE, DAVID, RITCHIE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| BURDETTE, THOMAS, EDWARD | I | SHAREHOLDER | C | Control |
| BURDETTE, THOMAS, EDWARD | I | SHAREHOLDER | C | Control |
| BURDETTE, THOMAS, EDWARD | I | SHAREHOLDER | C | Control |
| BURDETTE, THOMAS, EDWARD | I | SHAREHOLDER | C | Control |
| BURDETTE, THOMAS, EDWARD | I | SHAREHOLDER | C | Control |
| BURDETTE, THOMAS, EDWARD | I | SHAREHOLDER | C | Control |
| BURDETTE, THOMAS, EDWARD | I | SHAREHOLDER | C | Control |
| BURDETTE, THOMAS, EDWARD | I | SHAREHOLDER | C | Control |
| BURDETTE, THOMAS, EDWARD | I | SHAREHOLDER | C | Control |
| BURDETTE, THOMAS, EDWARD | I | SHAREHOLDER | C | Control |
| BURDETTE, THOMAS, EDWARD | I | SHAREHOLDER | C | Control |
| BURDETTE, THOMAS, EDWARD | I | SHAREHOLDER | C | Control |
| BURDETTE, THOMAS, EDWARD | I | SHAREHOLDER | C | Control |
| BURDETTE, THOMAS, EDWARD | I | SHAREHOLDER | C | Control |
| BURDETTE, THOMAS, EDWARD | I | SHAREHOLDER | C | Control |
| BURDETTE, THOMAS, EDWARD | I | SHAREHOLDER | C | Control |
| BURDETTE, THOMAS, EDWARD | I | SHAREHOLDER | C | Control |
| BURDETTE, THOMAS, EDWARD | I | SHAREHOLDER | C | Control |
| BURDETTE, THOMAS, EDWARD | I | SHAREHOLDER | C | Control |
| BURDETTE, THOMAS, EDWARD | I | SHAREHOLDER | C | Control |
| BURDETTE, THOMAS, EDWARD | I | SHAREHOLDER | C | Control |
| BURDETTE, THOMAS, EDWARD | I | SHAREHOLDER | C | Control |
| BURDETTE, THOMAS, EDWARD | I | SHAREHOLDER | C | Control |
| Burdette, Thomas, Edward | I | SHAREHOLDER | C | Control |
| Burdette, Thomas, Edward | I | SHAREHOLDER | C | Control |
| Burdette, Thomas, Edward | I | SHAREHOLDER | C | Control |
| Burdette, Thomas, Edward | I | SHAREHOLDER | C | Control |
| Burdette, Thomas, Edward | I | SHAREHOLDER | C | Control |
| MCKEE, DAVID, RITCHIE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | C | Control |
| MCKEE, DAVID, RITCHIE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | C | Control |
| MCKEE, DAVID, RITCHIE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | C | Control |
| MCKEE, DAVID, RITCHIE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | C | Control |
| MCKEE, DAVID, RITCHIE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | C | Control |
| MCKEE, DAVID, RITCHIE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | C | Control |
| MCKEE, DAVID, RITCHIE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | C | Control |
| MCKEE, DAVID, RITCHIE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | C | Control |
| MCKEE, DAVID, RITCHIE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | C | Control |
| MCKEE, DAVID, RITCHIE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | C | Control |
| MCKEE, DAVID, RITCHIE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | C | Control |
| MCKEE, DAVID, RITCHIE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | C | Control |
| MCKEE, DAVID, RITCHIE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | C | Control |
| MCKEE, DAVID, RITCHIE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | C | Control |
| MCKEE, DAVID, RITCHIE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | C | Control |
| MCKEE, DAVID, RITCHIE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | C | Control |
| MCKEE, DAVID, RITCHIE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | C | Control |
| MCKEE, DAVID, RITCHIE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | C | Control |
| MCKEE, DAVID, RITCHIE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | C | Control |
| MCKEE, DAVID, RITCHIE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | C | Control |
| MCKEE, DAVID, RITCHIE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | C | Control |
| MCKEE, DAVID, RITCHIE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | C | Control |
| MCKEE, DAVID, RITCHIE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | C | Control |
| ENGLISH, JOSEPH, MICHAEL | I | SHAREHOLDER | B | Control |
| ENGLISH, JOSEPH, MICHAEL | I | SHAREHOLDER | B | Control |
| ENGLISH, JOSEPH, MICHAEL | I | SHAREHOLDER | B | Control |
| ENGLISH, JOSEPH, MICHAEL | I | SHAREHOLDER | B | Control |
| ENGLISH, JOSEPH, MICHAEL | I | SHAREHOLDER | B | Control |
| ENGLISH, JOSEPH, MICHAEL | I | SHAREHOLDER | B | Control |
| ENGLISH, JOSEPH, MICHAEL | I | SHAREHOLDER | B | Control |
| SMITH, ERIN, MICHELE | I | SHAREHOLDER | A | |
| SMITH, ERIN, MICHELE | I | SHAREHOLDER | A | |
| SMITH, ERIN, MICHELE | I | SHAREHOLDER | A | |
| SMITH, ERIN, MICHELE | I | SHAREHOLDER | A | |
| SMITH, ERIN, MICHELE | I | SHAREHOLDER | A | |
| SMITH, ERIN, MICHELE | I | SHAREHOLDER | A | |
| SMITH, ERIN, MICHELE | I | SHAREHOLDER | A | |
| SMITH, ERIN, MICHELE | I | SHAREHOLDER | A |
Registrations
Federal
IA
Feb 5, 2025 REGISTERED
Notice Filings (7)
CO FL MD NC PA TX VA
Address
309 THIRD STREETANNAPOLIS, MD 21403-2509
United States
Phone: 410-348-1499