CONCURRENT INVESTMENT ADVISORS, LLC
CRD #323135 SEC #801-126555 TAMPA, FL 813-709-8800
SEC Registered
Total AUM
$9.9B
Discretionary
$7.5B
Employees
188
Clients
101
Accounts
10,278
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $9.9B | $7.5B | $2.4B | 188 | 0 |
| Nov 2025 | $9.9B | $7.5B | $2.4B | 190 | 0 |
| Nov 2025 | $9.9B | $7.5B | $2.4B | 188 | 0 |
| Nov 2025 | $9.9B | $7.5B | $2.4B | 188 | 0 |
| Nov 2025 | $9.9B | $7.5B | $2.4B | 190 | 0 |
| Oct 2025 | $9.9B | $7.5B | $2.4B | 189 | 0 |
| Oct 2025 | $9.9B | $7.5B | $2.4B | 179 | 0 |
| Oct 2025 | $9.9B | $7.5B | $2.4B | 179 | 0 |
| Oct 2025 | $9.9B | $7.5B | $2.4B | 179 | 0 |
| Sep 2025 | $9.9B | $7.5B | $2.4B | 177 | 0 |
| Sep 2025 | $9.9B | $7.5B | $2.4B | 175 | 0 |
| Sep 2025 | $9.9B | $7.5B | $2.4B | 175 | 0 |
| Sep 2025 | $9.9B | $7.5B | $2.4B | 174 | 0 |
| Sep 2025 | $9.9B | $7.5B | $2.4B | 174 | 0 |
| Aug 2025 | $9.9B | $7.5B | $2.4B | 174 | 0 |
| Aug 2025 | $9.9B | $7.5B | $2.4B | 174 | 0 |
| Aug 2025 | $9.9B | $7.5B | $2.4B | 174 | 0 |
| Jul 2025 | $9.9B | $7.5B | $2.4B | 173 | 0 |
| Jul 2025 | $9.9B | $7.5B | $2.4B | 172 | 0 |
| Jul 2025 | $9.9B | $7.5B | $2.4B | 171 | 0 |
| Jul 2025 | $9.9B | $7.5B | $2.4B | 170 | 0 |
| Jun 2025 | $9.9B | $7.5B | $2.4B | 170 | 0 |
| Jun 2025 | $9.9B | $7.5B | $2.4B | 165 | 0 |
| Jun 2025 | $9.9B | $7.5B | $2.4B | 165 | 0 |
| Jun 2025 | $9.9B | $7.5B | $2.4B | 164 | 0 |
| May 2025 | $9.9B | $7.5B | $2.4B | 164 | 0 |
| Apr 2025 | $9.9B | $7.5B | $2.4B | 163 | 0 |
| Apr 2025 | $9.9B | $7.5B | $2.4B | 164 | 0 |
| Apr 2025 | $9.9B | $7.5B | $2.4B | 164 | 0 |
| Mar 2025 | $9.9B | $7.5B | $2.4B | 154 | 0 |
| Mar 2025 | $9.9B | $7.5B | $2.4B | 146 | 0 |
| Feb 2025 | $6.3B | $4.7B | $1.6B | 146 | 0 |
| Feb 2025 | $6.3B | $4.7B | $1.6B | 143 | 0 |
| Jan 2025 | $6.3B | $4.7B | $1.6B | 140 | 0 |
| Dec 2024 | $6.3B | $4.7B | $1.6B | 141 | 0 |
| Dec 2024 | $6.3B | $4.7B | $1.6B | 138 | 0 |
| Oct 2024 | $6.3B | $4.7B | $1.6B | 137 | 0 |
| Oct 2024 | $6.3B | $4.7B | $1.6B | 137 | 0 |
| Sep 2024 | $6.3B | $4.7B | $1.6B | 136 | 0 |
| Sep 2024 | $6.3B | $4.7B | $1.6B | 133 | 0 |
| Aug 2024 | $6.3B | $4.7B | $1.6B | 131 | 0 |
| Aug 2024 | $6.3B | $4.7B | $1.6B | 131 | 0 |
| Aug 2024 | $6.3B | $4.7B | $1.6B | 130 | 0 |
| Aug 2024 | $6.3B | $4.7B | $1.6B | 129 | 0 |
| Jul 2024 | $6.3B | $4.7B | $1.6B | 128 | 0 |
| Jul 2024 | $6.3B | $4.7B | $1.6B | 126 | 0 |
| Jun 2024 | $6.3B | $4.7B | $1.6B | 123 | 0 |
| May 2024 | $6.3B | $4.7B | $1.6B | 121 | 0 |
| May 2024 | $6.3B | $4.7B | $1.6B | 121 | 0 |
| May 2024 | $6.3B | $4.7B | $1.6B | 120 | 0 |
| May 2024 | $6.3B | $4.7B | $1.6B | 119 | 0 |
| May 2024 | $6.3B | $4.7B | $1.6B | 119 | 0 |
| Apr 2024 | $6.3B | $4.7B | $1.6B | 114 | 0 |
| Apr 2024 | $6.3B | $4.7B | $1.6B | 110 | 0 |
| Apr 2024 | $6.3B | $4.7B | $1.6B | 111 | 0 |
| Apr 2024 | $6.3B | $4.7B | $1.6B | 111 | 0 |
| Mar 2024 | $6.3B | $4.7B | $1.6B | 111 | 0 |
| Mar 2024 | $6B | $4.1B | $2B | 111 | 0 |
| Feb 2024 | $6B | $4.1B | $2B | 111 | 0 |
| Feb 2024 | $6B | $4.1B | $2B | 110 | 0 |
| Jan 2024 | $6B | $4.1B | $2B | 111 | 0 |
| Jan 2024 | $6B | $4.1B | $2B | 110 | 0 |
| Jan 2024 | $6B | $4.1B | $2B | 109 | 0 |
| Jan 2024 | $6B | $4.1B | $2B | 109 | 0 |
| Dec 2023 | $6B | $4.1B | $2B | 109 | 0 |
| Dec 2023 | $6B | $4.1B | $2B | 110 | 0 |
| Nov 2023 | $6B | $4.1B | $2B | 105 | 0 |
| Nov 2023 | $6B | $4.1B | $2B | 106 | 0 |
| Nov 2023 | $6B | $4.1B | $2B | 106 | 0 |
| Oct 2023 | $6B | $4.1B | $2B | 105 | 0 |
| Oct 2023 | $6B | $4.1B | $2B | 105 | 0 |
| Oct 2023 | $6B | $4.1B | $2B | 106 | 0 |
| Sep 2023 | $6B | $4.1B | $2B | 106 | 0 |
| Sep 2023 | $139.9M | $118.9M | $21M | 106 | 0 |
| Aug 2023 | $139.9M | $118.9M | $21M | 104 | 0 |
| Jul 2023 | $139.9M | $118.9M | $21M | 101 | 0 |
| Jul 2023 | $139.9M | $118.9M | $21M | 101 | 0 |
| Jul 2023 | $139.9M | $118.9M | $21M | 101 | 0 |
| Jun 2023 | $139.9M | $118.9M | $21M | 102 | 0 |
| Jun 2023 | $139.9M | $118.9M | $21M | 102 | 0 |
| May 2023 | $139.9M | $118.9M | $21M | 89 | 0 |
| May 2023 | $139.9M | $118.9M | $21M | 57 | 0 |
| Apr 2023 | $139.9M | $118.9M | $21M | 48 | 0 |
| Mar 2023 | $139.9M | $118.9M | $21M | 16 | 0 |
| Mar 2023 | $139.9M | $118.9M | $21M | 14 | 0 |
| Feb 2023 | $139.9M | $118.9M | $21M | 14 | 0 |
| Feb 2023 | $139.9M | $118.9M | $21M | 14 | 0 |
| Jan 2023 | $0 | $0 | $0 | 14 | 0 |
| Jan 2023 | $0 | $0 | $0 | 14 | 0 |
| Jan 2023 | $0 | $0 | $0 | 14 | 0 |
| Dec 2022 | $0 | $0 | $0 | 9 | 0 |
| Nov 2022 | $0 | $0 | $0 | 9 | 0 |
| Nov 2022 | $0 | $0 | $0 | 9 | 0 |
| Oct 2022 | $0 | $0 | $0 | 9 | 0 |
| Aug 2022 | $0 | $0 | $0 | 1 | 0 |
DateDec 2025
Total AUM$9.9B
Discretionary$7.5B
Non-Disc.$2.4B
Employees188
Clients0
DateNov 2025
Total AUM$9.9B
Discretionary$7.5B
Non-Disc.$2.4B
Employees190
Clients0
DateNov 2025
Total AUM$9.9B
Discretionary$7.5B
Non-Disc.$2.4B
Employees188
Clients0
DateNov 2025
Total AUM$9.9B
Discretionary$7.5B
Non-Disc.$2.4B
Employees188
Clients0
DateNov 2025
Total AUM$9.9B
Discretionary$7.5B
Non-Disc.$2.4B
Employees190
Clients0
DateOct 2025
Total AUM$9.9B
Discretionary$7.5B
Non-Disc.$2.4B
Employees189
Clients0
DateOct 2025
Total AUM$9.9B
Discretionary$7.5B
Non-Disc.$2.4B
Employees179
Clients0
DateOct 2025
Total AUM$9.9B
Discretionary$7.5B
Non-Disc.$2.4B
Employees179
Clients0
DateOct 2025
Total AUM$9.9B
Discretionary$7.5B
Non-Disc.$2.4B
Employees179
Clients0
DateSep 2025
Total AUM$9.9B
Discretionary$7.5B
Non-Disc.$2.4B
Employees177
Clients0
DateSep 2025
Total AUM$9.9B
Discretionary$7.5B
Non-Disc.$2.4B
Employees175
Clients0
DateSep 2025
Total AUM$9.9B
Discretionary$7.5B
Non-Disc.$2.4B
Employees175
Clients0
DateSep 2025
Total AUM$9.9B
Discretionary$7.5B
Non-Disc.$2.4B
Employees174
Clients0
DateSep 2025
Total AUM$9.9B
Discretionary$7.5B
Non-Disc.$2.4B
Employees174
Clients0
DateAug 2025
Total AUM$9.9B
Discretionary$7.5B
Non-Disc.$2.4B
Employees174
Clients0
DateAug 2025
Total AUM$9.9B
Discretionary$7.5B
Non-Disc.$2.4B
Employees174
Clients0
DateAug 2025
Total AUM$9.9B
Discretionary$7.5B
Non-Disc.$2.4B
Employees174
Clients0
DateJul 2025
Total AUM$9.9B
Discretionary$7.5B
Non-Disc.$2.4B
Employees173
Clients0
DateJul 2025
Total AUM$9.9B
Discretionary$7.5B
Non-Disc.$2.4B
Employees172
Clients0
DateJul 2025
Total AUM$9.9B
Discretionary$7.5B
Non-Disc.$2.4B
Employees171
Clients0
DateJul 2025
Total AUM$9.9B
Discretionary$7.5B
Non-Disc.$2.4B
Employees170
Clients0
DateJun 2025
Total AUM$9.9B
Discretionary$7.5B
Non-Disc.$2.4B
Employees170
Clients0
DateJun 2025
Total AUM$9.9B
Discretionary$7.5B
Non-Disc.$2.4B
Employees165
Clients0
DateJun 2025
Total AUM$9.9B
Discretionary$7.5B
Non-Disc.$2.4B
Employees165
Clients0
DateJun 2025
Total AUM$9.9B
Discretionary$7.5B
Non-Disc.$2.4B
Employees164
Clients0
DateMay 2025
Total AUM$9.9B
Discretionary$7.5B
Non-Disc.$2.4B
Employees164
Clients0
DateApr 2025
Total AUM$9.9B
Discretionary$7.5B
Non-Disc.$2.4B
Employees163
Clients0
DateApr 2025
Total AUM$9.9B
Discretionary$7.5B
Non-Disc.$2.4B
Employees164
Clients0
DateApr 2025
Total AUM$9.9B
Discretionary$7.5B
Non-Disc.$2.4B
Employees164
Clients0
DateMar 2025
Total AUM$9.9B
Discretionary$7.5B
Non-Disc.$2.4B
Employees154
Clients0
DateMar 2025
Total AUM$9.9B
Discretionary$7.5B
Non-Disc.$2.4B
Employees146
Clients0
DateFeb 2025
Total AUM$6.3B
Discretionary$4.7B
Non-Disc.$1.6B
Employees146
Clients0
DateFeb 2025
Total AUM$6.3B
Discretionary$4.7B
Non-Disc.$1.6B
Employees143
Clients0
DateJan 2025
Total AUM$6.3B
Discretionary$4.7B
Non-Disc.$1.6B
Employees140
Clients0
DateDec 2024
Total AUM$6.3B
Discretionary$4.7B
Non-Disc.$1.6B
Employees141
Clients0
DateDec 2024
Total AUM$6.3B
Discretionary$4.7B
Non-Disc.$1.6B
Employees138
Clients0
DateOct 2024
Total AUM$6.3B
Discretionary$4.7B
Non-Disc.$1.6B
Employees137
Clients0
DateOct 2024
Total AUM$6.3B
Discretionary$4.7B
Non-Disc.$1.6B
Employees137
Clients0
DateSep 2024
Total AUM$6.3B
Discretionary$4.7B
Non-Disc.$1.6B
Employees136
Clients0
DateSep 2024
Total AUM$6.3B
Discretionary$4.7B
Non-Disc.$1.6B
Employees133
Clients0
DateAug 2024
Total AUM$6.3B
Discretionary$4.7B
Non-Disc.$1.6B
Employees131
Clients0
DateAug 2024
Total AUM$6.3B
Discretionary$4.7B
Non-Disc.$1.6B
Employees131
Clients0
DateAug 2024
Total AUM$6.3B
Discretionary$4.7B
Non-Disc.$1.6B
Employees130
Clients0
DateAug 2024
Total AUM$6.3B
Discretionary$4.7B
Non-Disc.$1.6B
Employees129
Clients0
DateJul 2024
Total AUM$6.3B
Discretionary$4.7B
Non-Disc.$1.6B
Employees128
Clients0
DateJul 2024
Total AUM$6.3B
Discretionary$4.7B
Non-Disc.$1.6B
Employees126
Clients0
DateJun 2024
Total AUM$6.3B
Discretionary$4.7B
Non-Disc.$1.6B
Employees123
Clients0
DateMay 2024
Total AUM$6.3B
Discretionary$4.7B
Non-Disc.$1.6B
Employees121
Clients0
DateMay 2024
Total AUM$6.3B
Discretionary$4.7B
Non-Disc.$1.6B
Employees121
Clients0
DateMay 2024
Total AUM$6.3B
Discretionary$4.7B
Non-Disc.$1.6B
Employees120
Clients0
DateMay 2024
Total AUM$6.3B
Discretionary$4.7B
Non-Disc.$1.6B
Employees119
Clients0
DateMay 2024
Total AUM$6.3B
Discretionary$4.7B
Non-Disc.$1.6B
Employees119
Clients0
DateApr 2024
Total AUM$6.3B
Discretionary$4.7B
Non-Disc.$1.6B
Employees114
Clients0
DateApr 2024
Total AUM$6.3B
Discretionary$4.7B
Non-Disc.$1.6B
Employees110
Clients0
DateApr 2024
Total AUM$6.3B
Discretionary$4.7B
Non-Disc.$1.6B
Employees111
Clients0
DateApr 2024
Total AUM$6.3B
Discretionary$4.7B
Non-Disc.$1.6B
Employees111
Clients0
DateMar 2024
Total AUM$6.3B
Discretionary$4.7B
Non-Disc.$1.6B
Employees111
Clients0
DateMar 2024
Total AUM$6B
Discretionary$4.1B
Non-Disc.$2B
Employees111
Clients0
DateFeb 2024
Total AUM$6B
Discretionary$4.1B
Non-Disc.$2B
Employees111
Clients0
DateFeb 2024
Total AUM$6B
Discretionary$4.1B
Non-Disc.$2B
Employees110
Clients0
DateJan 2024
Total AUM$6B
Discretionary$4.1B
Non-Disc.$2B
Employees111
Clients0
DateJan 2024
Total AUM$6B
Discretionary$4.1B
Non-Disc.$2B
Employees110
Clients0
DateJan 2024
Total AUM$6B
Discretionary$4.1B
Non-Disc.$2B
Employees109
Clients0
DateJan 2024
Total AUM$6B
Discretionary$4.1B
Non-Disc.$2B
Employees109
Clients0
DateDec 2023
Total AUM$6B
Discretionary$4.1B
Non-Disc.$2B
Employees109
Clients0
DateDec 2023
Total AUM$6B
Discretionary$4.1B
Non-Disc.$2B
Employees110
Clients0
DateNov 2023
Total AUM$6B
Discretionary$4.1B
Non-Disc.$2B
Employees105
Clients0
DateNov 2023
Total AUM$6B
Discretionary$4.1B
Non-Disc.$2B
Employees106
Clients0
DateNov 2023
Total AUM$6B
Discretionary$4.1B
Non-Disc.$2B
Employees106
Clients0
DateOct 2023
Total AUM$6B
Discretionary$4.1B
Non-Disc.$2B
Employees105
Clients0
DateOct 2023
Total AUM$6B
Discretionary$4.1B
Non-Disc.$2B
Employees105
Clients0
DateOct 2023
Total AUM$6B
Discretionary$4.1B
Non-Disc.$2B
Employees106
Clients0
DateSep 2023
Total AUM$6B
Discretionary$4.1B
Non-Disc.$2B
Employees106
Clients0
DateSep 2023
Total AUM$139.9M
Discretionary$118.9M
Non-Disc.$21M
Employees106
Clients0
DateAug 2023
Total AUM$139.9M
Discretionary$118.9M
Non-Disc.$21M
Employees104
Clients0
DateJul 2023
Total AUM$139.9M
Discretionary$118.9M
Non-Disc.$21M
Employees101
Clients0
DateJul 2023
Total AUM$139.9M
Discretionary$118.9M
Non-Disc.$21M
Employees101
Clients0
DateJul 2023
Total AUM$139.9M
Discretionary$118.9M
Non-Disc.$21M
Employees101
Clients0
DateJun 2023
Total AUM$139.9M
Discretionary$118.9M
Non-Disc.$21M
Employees102
Clients0
DateJun 2023
Total AUM$139.9M
Discretionary$118.9M
Non-Disc.$21M
Employees102
Clients0
DateMay 2023
Total AUM$139.9M
Discretionary$118.9M
Non-Disc.$21M
Employees89
Clients0
DateMay 2023
Total AUM$139.9M
Discretionary$118.9M
Non-Disc.$21M
Employees57
Clients0
DateApr 2023
Total AUM$139.9M
Discretionary$118.9M
Non-Disc.$21M
Employees48
Clients0
DateMar 2023
Total AUM$139.9M
Discretionary$118.9M
Non-Disc.$21M
Employees16
Clients0
DateMar 2023
Total AUM$139.9M
Discretionary$118.9M
Non-Disc.$21M
Employees14
Clients0
DateFeb 2023
Total AUM$139.9M
Discretionary$118.9M
Non-Disc.$21M
Employees14
Clients0
DateFeb 2023
Total AUM$139.9M
Discretionary$118.9M
Non-Disc.$21M
Employees14
Clients0
DateJan 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees14
Clients0
DateJan 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees14
Clients0
DateJan 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees14
Clients0
DateDec 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0
DateNov 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0
DateNov 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0
DateOct 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0
DateAug 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0