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Concurrent Investment Advisors

SEC-registered adviser since 2022Tampa, FLCRD 323135

$15.7B
AUM
13,277
Clients
See fees
Fee
160
Advisory staff

From Form ADV filed 30 September 2026 · data retrieved 15 October 2026SEC record

Concurrent Investment Advisors is an investment adviser headquartered in Tampa, Florida, and registered with the SEC since 2022. Its clients include high-net-worth individuals, other individuals, and corporations and other businesses. High-net-worth individuals account for 74% of its regulatory assets under management.

Its services include financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers. Fee arrangements include a percentage of assets under management, hourly charges and fixed fees. Concurrent Partnership Holdings, LLC owns 75% or more of Concurrent Investment Advisors, and Nathan Lenz is its CEO.

Clients

Concurrent Investment Advisors serves 13,277 clients, 3,009 of them high-net-worth individuals. The average client has about $1.2 million with the firm, and high-net-worth clients hold 74% of its $15.7 billion in assets.

Regulatory assets by client type
  • Individuals10,259 clients26%
  • High-net-worth individuals3,009 clients74%
  • OtherPension and profit-sharing plans, Charitable organizations, Corporations and other businesses0%
Show client breakdown
Individuals (other than HNW)
Clients
10,259
Regulatory AUM
$4,041,957,830
Share
25.7%
Avg. per client
$394K
High-net-worth individuals
Clients
3,009
Regulatory AUM
$11,664,724,029
Share
74.2%
Avg. per client
$3.88M
Pension and profit-sharing plans
Clients
1
Regulatory AUM
$183,504
Share
0.0%
Avg. per client
$184K
Charitable organizations
Clients
2
Regulatory AUM
$280,256
Share
0.0%
Avg. per client
$140K
Corporations and other businesses
Clients
6
Regulatory AUM
$20,845,225
Share
0.1%
Avg. per client
$3.47M

Total

Clients
13,277
Regulatory AUM
$15,727,990,844
Share
100%
Avg. per client
$1.18M

What it does

Concurrent Investment Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting and selecting other managers. It is paid through a percentage of assets, hourly charges and fixed fees.

Concurrent Investment Advisors provided financial planning to 26–50 clients last fiscal year and advises no private funds.

81.4% of assets ($12.80B across 32,222 accounts) are managed with discretion; $2.92B across 8,883 accounts are not. $14.45B sits in a wrap fee program the firm both sponsors and manages. 0% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.

What the accounts hold

Separately managed account assets by class, year end

The filed percentages total 101%. The values below are shown as filed.

Exchange-traded equity securities
29%
U.S. government/agency bonds
1%
U.S. state and local bonds
2%
Derivatives
5%
Securities issued by registered investment companies or business development companies
52%
Cash and cash equivalents
11%
Other (Alternative Investments Not Otherwise Classified, Structured Products That Don'T Fit Standard Categories)
1%

Custodians

Concurrent Investment Advisors’ client accounts are held mainly at Fidelity, with 71% of managed assets, and Folio Investments, with 12%. Concurrent Investment Advisors has custody of $3.37B for 6,360 clients.

Managed account assets by custodian
  • FidelityFidelity Brokerage Services LLC · Smithfield, RI · $11.14B71%
  • Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $1.93B12%
  • Folio InvestmentsFolio Investments, Inc. · McLean, VA · $1.96B12%
  • OtherSEI Investments Distribution, All other custodians4%

Ownership and leadership

Concurrent Partnership Holdings, LLC owns 75% or more of Concurrent Investment Advisors, and Nathan Lenz is its CEO.

Who owns the firm
Concurrent Investment Advisors, LLC· the adviser

  • Concurrent Partnership Holdings, LLC

    Control person · since October 2022

    Owns 75% or more of Concurrent Investment Advisors, LLC

Leadership

  • Nathan Lenz
    Chief Executive Officer
  • Andrew Ellison
    Chief Financial Officer
  • Joseph McQuaid
    Chief Operating Officer
  • Courtney Haddad
    Chief Compliance Officer

Staff

  • 187 employees
  • 160 in advisory functions
  • 157 state-registered reps
  • 53 broker-dealer reps
  • 73 insurance agents
  • 7 soliciting firms

Reported holdings

Concurrent Investment Advisors’ reported 13F holdings total $11.75B across 2,097 positions, and the ten largest make up 18.3% of it.

$11.75B
Reported 13F value
2,097
Positions
18.3%
In the 10 largest
+27.8%
Value vs. prior quarter
Ten largest positions, share of reported value
  1. Vanguard Index Fds · S&P 500 ETF Shs3.2%
  2. Apple Inc.2.8%
  3. Nvidia Corporation2.5%
  4. Microsoft Corp.2.0%
  5. State Str SPDR S&P 500 ETF T · TR Unit1.5%
  6. Amazon Com Inc.1.5%
  7. Alphabet Inc. · Cap Stk CL A1.3%
  8. Invesco Qqq TR · Unit Ser 11.3%
  9. iShares TR · Core S&P500 ETF1.3%
  10. Broadcom Inc.1.0%

Together, the ten largest are 18.3% of reported value.

The 50 largest positions and quarterly changesQuarter ended 30 June 2026 · filed 27 July 2026

A 13F covers only exchange-traded long positions the firm holds with discretion, so this $11.75B is not its $15.73B in regulatory assets and does not represent any individual client's portfolio.

Fees

Concurrent Investment Advisors is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees).

Concurrent Investment Advisors’ fee rates are not included in this profile. Find its brochure on the SEC’s site.

Offices and registrations

Besides its headquarters, Concurrent Investment Advisors has 72 offices, with 36 listed addresses across 18 states.

Listed office addresses by state

Florida · 3 listed addresses

  • 100 S. Ashley Drive, Suite 830, TampaHQ
  • 2400 East Commercial BLVD, Fort Lauderdale
  • 8652 SR 70 E, Ste 100, Bradenton

Other business names

Concurrent Investment Advisors has reported 97 other business names to the SEC.

  • 1858 Wealth Management
  • 3 Point Financial
  • 44 Management
  • Acumen Co
  • Adalan Private Wealth
  • Adele Financial LLC
  • Alden Capital Management
  • Aligned Wealth
  • Allegiant Wealth Partners
  • Arky Miller Financial Group
  • Avenues to Wealth Financial Advisors
  • Axxios Private Wealth Management
  • BD8 Capital Partners
  • BMR Retirement Group, LLC
  • Barnett Financial Group
  • Benchmark Financial Advisors
  • Bennett Financial Partners
  • Bloom Financial Group
  • Blueprint Financial Group
  • Brookshire Wealth Management
  • Canopy Asset Management
  • Cardinal Wealth Management
  • Center Street Wealth Management
  • Chief Investment Office
  • Ciliberti & Associates
  • Columbia Associates
  • Columbia Associates Wealth Management Group
  • Compass Asset Management Group
  • Concurrent Advisors
  • Concurrent Corporate Solutions
  • Concurrent Private Wealth
  • Concurrent Retirement Solutions
  • Concurrent Wealth Advisors
  • Corbett Road Wealth Management
  • Cornerstone Private Wealth Partners
  • Cox, Klugh and Co.
  • Crownmark Wealth Advisors
  • Danielson Tate Capital Partners
  • Das Wealth Management Group
  • Eagle Capital
  • Elevate Family Partners
  • Englestad Wealth Advisors
  • Family Wealth Solutions
  • Fehrman Investment Group
  • Fig Garden Wealth Management
  • GRH Wealth Management
  • Game Plan Wealth Strategies LLC
  • Great Basin Asset Management
  • Hamilton Institutional Consulting Wealth Management
  • Harriman Hall Wealth
  • Head Retirement & Wealth Strategies
  • Heartland Wealth Management
  • Hudgens Wealth Partners
  • Hudson Wealth Management
  • Ibio Capital
  • Insight Private Wealth
  • Kaizen Wealth Strategies
  • Keaton and Sams Wealth Management
  • Knightsbridge Financial
  • Kopp Wealth Management
Show all 97 names
  • Krause Capital, Inc.
  • Lakewood Private Wealth
  • Laurus Financial Group
  • Lee Wealth Management
  • Legacy Private Wealth Partners
  • Levorchick Wealth Management
  • Lindamood Financial Group
  • Lumature Wealth Partners
  • Marche Wealth
  • Matt Wigren & Laura Christofferson
  • Maverick Wealth Advisors
  • Montesa Wealth Management
  • Next Retirement Solutions
  • Old Town Advisors
  • Patterson Wealth Management
  • Potomac Financial Group
  • Price Financial Management
  • Quadri Investment Management
  • Rivertree Wealth Management
  • Sauer Wealth Management
  • Shepherd Capital Management
  • Silverarrow Financial
  • Spectrum Wealth Partners
  • T7 Legacy
  • Tailormade Wealth Counsel
  • Tavo Wealth
  • The Hamilton Group
  • The Nine Bridge Financial Partners
  • The Wealth Stewards
  • Tidwell-Premock-Basilone Private Wealth Management
  • Tota Vita Financial Associates
  • Tranquility Wealth Management
  • Valenta Capital Management
  • Venn Wealth Management
  • Wealth Partners Alliance
  • Wine Country Wealth
  • Winstone Wealth Partners

Registration details

Legal name
Concurrent Investment Advisors, LLC
Headquarters
100 S. Ashley Drive, Suite 830, Tampa, FL 33602
Phone
813-709-8800
Website
Not reported
SEC file
801-126555
Structure
Delaware LLC
Fiscal year end
December

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov

Common questions

How many clients does Concurrent Investment Advisors have?

Concurrent Investment Advisors has 13,277 clients and manages $15.7 billion for them, as of September 2026. They include 10,259 other individuals, 3,009 high-net-worth individuals and 6 corporations and other businesses.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 September 2026

What services does Concurrent Investment Advisors offer?

Concurrent Investment Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting and selecting other managers.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

Which custodians does Concurrent Investment Advisors use?

Concurrent Investment Advisors’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $11,144,363,480, Folio Investments, Inc. (McLean, VA), with $1,957,800,376, Charles Schwab & Co., Inc. (Westlake, TX), with $1,934,398,879 and SEI Investments Distribution Co. (Oaks, PA), with $52,995,372. Only custodians holding at least a tenth of those assets are named.

Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 September 2026

How many financial advisors does Concurrent Investment Advisors have?

Concurrent Investment Advisors has 157 investment adviser representatives registered with state securities authorities, out of 187 employees, and 160 perform investment advisory functions. 53 are registered representatives of a broker-dealer and 73 are licensed insurance agents.

Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file

What does Concurrent Investment Advisors invest in?

At the end of its last fiscal year, Concurrent Investment Advisors’ separately managed accounts held 52% registered funds (mutual funds, ETFs, BDCs), 29% exchange-traded equities, 11% cash and equivalents, 5% derivatives, 2% state and local bonds, 1% U.S. government and agency bonds and 1% alternative investments not otherwise classified, structured products that don't fit standard categories. It advises no private funds of its own.

Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file

Who owns Concurrent Investment Advisors?

Concurrent Investment Advisors is owned through a chain of holding companies by Scott Steele, Sixth Street Tao Partners (C), L.P and Sixth Street Tao Partners (B), L.P. Its direct owner is Concurrent Partnership Holdings, LLC (75% or more).

Source: Form ADV Part 1A, Schedules A and B, filed 30 September 2026

How does Concurrent Investment Advisors get paid?

Concurrent Investment Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.

Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file

Sources

  1. Form ADV Part 1A, amendment filed 30 September 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. IAPD firm record, CRD 323135.
  3. Form 13F-HR, filed 27 July 2026 for the quarter ended 30 June 2026.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since.

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This profile is compiled from public regulatory filings and is provided for informational purposes only. Niva Wealth is not affiliated with Concurrent Investment Advisors, LLC and makes no representation about the quality of its services. Figures reflect the filing dates shown and may have changed. Ownership percentages are the bands reported to the SEC, not exact figures.