CONCORD ASSET MANAGEMENT, LLC
CRD #310710 SEC #801-119737 ABINGDON, VA (276) 628-5910
SEC Registered
Total AUM
$520.1M
Discretionary
$520.1M
Employees
2
Clients
--
Accounts
1,555
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Virginia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 24, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| AIKEN, GARY, NEIL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| AIKEN, GARY, NEIL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| AIKEN, GARY, NEIL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| AIKEN, GARY, NEIL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| AIKEN, GARY, NEIL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| AIKEN, GARY, NEIL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WEATHERLY, JONATHAN, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEATHERLY, JONATHAN, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEATHERLY, JONATHAN, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEATHERLY, JONATHAN, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEATHERLY, JONATHAN, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEATHERLY, JONATHAN, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEATHERLY, JONATHAN, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEATHERLY, JONATHAN, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEATHERLY, JONATHAN, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEATHERLY, JONATHAN, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEATHERLY, JONATHAN, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEATHERLY, JONATHAN, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CONCORD WEALTH HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCORD WEALTH HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCORD WEALTH HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCORD WEALTH HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCORD WEALTH HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCORD WEALTH HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCORD WEALTH HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCORD WEALTH HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCORD WEALTH HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCORD WEALTH HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCORD WEALTH HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCORD WEALTH HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| EDGE STRATEGIC SERVICES, LLC | DE | MEMBER | C | Control |
| EDGE STRATEGIC SERVICES, LLC | DE | MEMBER | C | Control |
| EDGE STRATEGIC SERVICES, LLC | DE | MEMBER | C | Control |
| EDGE STRATEGIC SERVICES, LLC | DE | MEMBER | C | Control |
| EDGE STRATEGIC SERVICES, LLC | DE | MEMBER | C | Control |
| EDGE STRATEGIC SERVICES, LLC | DE | MEMBER | C | Control |
| EDGE STRATEGIC SERVICES, LLC | DE | MEMBER | C | Control |
| EDGE STRATEGIC SERVICES, LLC | DE | MEMBER | C | Control |
| EDGE STRATEGIC SERVICES, LLC | DE | MEMBER | C | Control |
| EDGE STRATEGIC SERVICES, LLC | DE | MEMBER | C | Control |
| EDGE STRATEGIC SERVICES, LLC | DE | MEMBER | C | Control |
| STRATEGIC SERVICES, LLC | DE | MEMBER | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| WEATHERLY, JONATHAN, ROBERT | I | CONCORD WEALTH HOLDINGS, LLC | F | Control |
| WEATHERLY, JONATHAN, ROBERT | I | CONCORD WEALTH HOLDINGS, LLC | F | Control |
| WEATHERLY, JONATHAN, ROBERT | I | CONCORD WEALTH HOLDINGS, LLC | F | Control |
| WEATHERLY, JONATHAN, ROBERT | I | CONCORD WEALTH HOLDINGS, LLC | F | Control |
| WEATHERLY, JONATHAN, ROBERT | I | CONCORD WEALTH HOLDINGS, LLC | F | Control |
| WEATHERLY, JONATHAN, ROBERT | I | CONCORD WEALTH HOLDINGS, LLC | F | Control |
| WEATHERLY, JONATHAN, ROBERT | I | CONCORD WEALTH HOLDINGS, LLC | F | Control |
| WEATHERLY, JONATHAN, ROBERT | I | CONCORD WEALTH HOLDINGS, LLC | F | Control |
| WEATHERLY, JONATHAN, ROBERT | I | CONCORD WEALTH HOLDINGS, LLC | F | Control |
| WEATHERLY, JONATHAN, ROBERT | I | CONCORD WEALTH HOLDINGS, LLC | F | Control |
| WEATHERLY, JONATHAN, ROBERT | I | CONCORD WEALTH HOLDINGS, LLC | F | Control |
| MANELA, JONATHAN, DAVID | I | STRATEGIC SERVICES, LLC | E | Control |
| MANELA, JONATHAN, DAVID | I | EDGE STRATEGIC SERVICES, LLC | E | Control |
| MANELA, JONATHAN, DAVID | I | EDGE STRATEGIC SERVICES, LLC | E | Control |
| MANELA, JONATHAN, DAVID | I | EDGE STRATEGIC SERVICES, LLC | E | Control |
| MANELA, JONATHAN, DAVID | I | EDGE STRATEGIC SERVICES, LLC | E | Control |
| MANELA, JONATHAN, DAVID | I | EDGE STRATEGIC SERVICES, LLC | E | Control |
| MANELA, JONATHAN, DAVID | I | EDGE STRATEGIC SERVICES, LLC | E | Control |
| MANELA, JONATHAN, DAVID | I | EDGE STRATEGIC SERVICES, LLC | E | Control |
| MANELA, JONATHAN, DAVID | I | EDGE STRATEGIC SERVICES, LLC | E | Control |
| MANELA, JONATHAN, DAVID | I | EDGE STRATEGIC SERVICES, LLC | E | Control |
| MANELA, JONATHAN, DAVID | I | EDGE STRATEGIC SERVICES, LLC | E | Control |
| LOPEZ, JONATHAN, WADE | I | CONCORD WEALTH HOLDINGS, LLC | D | Control |
| LOPEZ, JONATHAN, WADE | I | CONCORD WEALTH HOLDINGS, LLC | D | Control |
| LOPEZ, JONATHAN, WADE | I | CONCORD WEALTH HOLDINGS, LLC | D | Control |
| LOPEZ, JONATHAN, WADE | I | CONCORD WEALTH HOLDINGS, LLC | D | Control |
| LOPEZ, JONATHAN, WADE | I | CONCORD WEALTH HOLDINGS, LLC | D | Control |
| LOPEZ, JONATHAN, WADE | I | CONCORD WEALTH HOLDINGS, LLC | D | Control |
| LOPEZ, JONATHAN, WADE | I | CONCORD WEALTH HOLDINGS, LLC | D | Control |
| LOPEZ, JONATHAN, WADE | I | CONCORD WEALTH HOLDINGS, LLC | D | Control |
| LOPEZ, JONATHAN, WADE | I | CONCORD WEALTH HOLDINGS, LLC | D | Control |
| LOPEZ, JONATHAN, WADE | I | CONCORD WEALTH HOLDINGS, LLC | D | Control |
| LOPEZ, JONATHAN, WADE | I | CONCORD WEALTH HOLDINGS, LLC | D | Control |
Registrations
Federal
IA
Mar 24, 2025 REGISTERED
Notice Filings (1)
VA
Address
955 WEST MAIN STREETABINGDON, VA 24210
United States
Phone: (276) 628-5910