Katie Fehrman Edmonds
Investment Adviser Representative at Concurrent Investment Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Katie Fehrman Edmonds is an investment adviser representative with Concurrent Investment Advisors, LLC in Augusta, GA, where they have been registered since 2026. They have worked in the securities industry since 2020 and were previously registered with Raymond James Financial Services Advisors, Inc. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 9 (options sales supervisor). They are registered to provide investment advice in Georgia and Texas.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Georgia, Texas
- Broker:
14 states and territories
Alabama, Alaska, Arkansas, California, Colorado, Florida, Georgia, Maryland, North Carolina, Ohio, South Carolina, Tennessee, Virginia, Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Raymond James Financial Services IncAug 2020 – Feb 2026Augusta, GA
- University of GeorgiaAug 2017 – May 2020Athens, GA
- UnemployedMay 2020 – Aug 2020Augusta, GA
- LPL FinancialMay 2019 – Jun 2019Alpharetta, GA
- Westminster Schools of AugustaAug 2004 – May 2017Augusta, GA
- Raymond James Financial Services AdvisorsJan 2021 – Feb 2026Augusta, GA
- Fehrman Investment GroupSep 2014 – Jan 2021Augusta, GA
- Stable Waters FinancialJan 2019 – May 2019Athens, GA
- Fehrman Investment GroupJan 2021 – Sep 2021Augusta, GA
- Fehrman Investment GroupSep 2021 – no end date reportedAugusta, GA
- Purshe Kaplan Sterling InvestmentsFeb 2026 – no end date reportedAlbany, NY
- Concurrent Investment Advisors, LLCFeb 2026 – no end date reportedAugusta, GA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Concurrent Investment Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- $0 - $1,000,0002.00%
- $1,000,001 - $2,000,0001.70%
- $2,000,001 - $3,000,0001.60%
- $3,000,001 - $5,000,0001.50%
+3 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Family Office, Wealth Management, Estate Planning, Retirement/401K Services, and Insurance
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 271
- Offices listed on AdvisorFinder:
- 41
- Main office:
- Tampa, FL
- SEC file number:
- 801-126555
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 30, 2026
View full firm profileOther advisors at Concurrent Investment Advisors, LLC
Showing 12 of 271 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Katie Fehrman Edmonds has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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