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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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Concurrent Investment Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Concurrent Investment Advisors invest in?","answer":"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. 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