CONCENTRIC
SEC RegisteredPrecision Portfolio Management at Scale
About the firm
Concentric Innovation, founded in 2001, makes portfolio management strategic by precision-optimizing portfolios across investment types, compositions, timespans, trades, and tax-loss harvesting—as often as daily. The firm manages $13B+ in assets and partners with advisors and institutions to deliver scalable, customized portfolios.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Customized portfolio management including index and active equity strategies, quantitative research, tax-loss harvesting, and daily rebalancing, precision-optimized across investment types, compositions, and timespans.
Who they serve
Advisors and institutions
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 762 | $555M |
| High Net Worth Individuals | 4,380 | $11.7B |
| Charitable Organizations | 3 | $22M |
| State/Municipal Entities | 91 | — |
| Insurance Companies | 4 | — |
3 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
12 advisors in the directory
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CONCENTRIC 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 the SEC or FINRA websites before making any decision.
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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