CI
CONCURRENT INVESTMENT ADVISORS, LLC
SEC RegisteredTAMPA, FLhttps://lccassoc.com813-709-8800
Assets Under Management
$5B–$25B
Employees
188
Office Locations
43 offices
Total Accounts
41105
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthCharitable OrganizationsState/Municipal
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 10,259 | $4.0B |
| High Net Worth Individuals | 3,009 | $11.7B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 1 | $184k |
| State/Municipal Entities | 2 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Courtney Tara Haddad
CHIEF COMPLIANCE OFFICER
Llc Concurrent Partnership Holdings
MANAGING MEMBER
Natsco Llc
MANAGING MEMBER
Nathan Matthew Lenz
FOUNDER
Scott Alexander Steele
FOUNDER
Merchant Wealth Partners
MANAGING MEMBER
Concurrent Founding Partners
MANAGING MEMBE
Office locations
43 offices in 23 states
FL
TAMPAHQ
KY
LOUISVILLE
NM
ALBUQUERQUE
TX
HOUSTON
FL
BOCA RATON
SC
ANDERSON
FL
FORT LAUDERDALE
CA
WALNUT CREEK
GA
ST SIMONS
MI
GROSSE POINTE
IL
CHICAGO
TX
LONGVIEW
WA
VANCOUVER
TN
GREENEVILLE
NJ
WEST BERLIN
TN
MURFREESBORO
FL
BRADENTON
KS
PITTSBURG
AZ
SCOTTSDALE
WI
WAUNAKEE
NJ
MARLTON
FL
SOUTH MIAMI
AK
FAIRBANKS
CA
SAN DIEGO
CA
FRESNO
DC
WASHINGTON
CO
GREENWOOD VILLAGE
GA
ALPHARETTA
TX
AUSTIN
CO
Ca�on CITY
IL
CHICAGO
OK
NORMAN
VA
VIRGINIA BEACH
LA
MANDEVILLE
VA
LEBANON
OR
PORTLAND
CO
ASPEN
TX
THE WOODLANDS
TX
DALLAS
CO
COLORADO SPRINGS
NV
LAS VEGAS
Advisors at this firm
Showing 100 of 164
Ramin Nathaniel Abrams
Investment Adviser Representative
Amanda Talbot Adams
Investment Adviser Representative
David Bjorn Ahlquist
Investment Adviser Representative
Steven Gregory Albritton
Investment Adviser Representative
George Andrew Henry Arky
Investment Adviser Representative
Vincent Arnold
Investment Adviser Representative
Eduardo Augsten
Investment Adviser Representative
Brittany Lynn Bailey
Investment Adviser Representative
Timothy Warren Bailey
Investment Adviser Representative
David George Baland
Investment Adviser Representative
Amir A Barar
Investment Adviser Representative
Cyrus Askari Baravati
Investment Adviser Representative
Grace Basilone
Investment Adviser Representative
Gavin Kit Baxter
Investment Adviser Representative
Leah Rebecca Bennett
Investment Adviser Representative
Scott Christopher Benson
Investment Adviser Representative
Stephen Edward Bielke
Investment Adviser Representative
Patrick Ryan Bindel
Investment Adviser Representative
Warren James Bowman
Investment Adviser Representative
Kathryn Walker Buck Cannella
Investment Adviser Representative
Richard Anthony Camacho
Investment Adviser Representative
Jerome Caulk
Investment Adviser Representative
Joseph Frank Ciliberti
Investment Adviser Representative
Alan Scott Cohen
Investment Adviser Representative
Kimberly Lynn Corrente
Investment Adviser Representative
George Flurence Crowley
Investment Adviser Representative
Michael Andrew Crowne
Investment Adviser Representative
Richard Andre Crowne
Investment Adviser Representative
Joseph Paul D'Anniballe
Investment Adviser Representative
Anthony Michael David
Investment Adviser Representative
Charles Wesley Davidson
Investment Adviser Representative
Damon Eugene Delillo
Investment Adviser Representative
Bruce Alan Dipietro
Investment Adviser Representative
Joshua Patrick Don
Investment Adviser Representative
Stevan Thomas Dority
Investment Adviser Representative
Jodi Ann Engelstad
Investment Adviser Representative
Steven Arnold Engelstad
Investment Adviser Representative
Alexandra Evans
Investment Adviser Representative
John Douglas Feast
Investment Adviser Representative
Jake Feldman
Investment Adviser Representative
Sean L Foote
Investment Adviser Representative
John David Garcia
Investment Adviser Representative
Brandon L. Glasscock
Investment Adviser Representative
Andrew Jakob Graefe
Investment Adviser Representative
Brian Gray
Investment Adviser Representative
Virginia Agee Gray
Investment Adviser Representative
Courtney Tara Haddad
Investment Adviser Representative
Savion L Harris
Investment Adviser Representative
Mandy Marie Haskell
Investment Adviser Representative
Austin Alan Head
Investment Adviser Representative
Roark Alan Head
Investment Adviser Representative
Brian Scott Heimowitz
Investment Adviser Representative
Ashley Renee Heineman
Investment Adviser Representative
Randy Helfond
Investment Adviser Representative
Lindsay Brooke Heyman
Investment Adviser Representative
Brett Andrew Hina
Investment Adviser Representative
Joshua Christian Hoff
Investment Adviser Representative
Lora Jane Hoff
Investment Adviser Representative
Mark Stephen Hofstetter
Investment Adviser Representative
Glenn Holmes
Investment Adviser Representative
George Ronald Hoos
Investment Adviser Representative
David Thor Hoppess
Investment Adviser Representative
Thomas Gavin Houlihan
Investment Adviser Representative
Keith David Huberman
Investment Adviser Representative
John Hilsman James
Investment Adviser Representative
Anthony Bart Javarone
Investment Adviser Representative
Mark A Johnson
Investment Adviser Representative
Mark Douglas Kalish
Investment Adviser Representative
Jiles Ellsworth Kirkland
Investment Adviser Representative
Nicholas Randall Klein
Investment Adviser Representative
Casey Adam Kleiner
Investment Adviser Representative
Arthur Millwee Klugh
Investment Adviser Representative
Joseph Lane Knox
Investment Adviser Representative
Wendy Anne Kohl
Investment Adviser Representative
Dennis Carl Lambert
Investment Adviser Representative
Lindsay Sarah Lambert
Investment Adviser Representative
James Won Lee
Investment Adviser Representative
Nathan Matthew Lenz
Investment Adviser Representative
Daniel Joseph Lesneski
Investment Adviser Representative
Tiahna Lilavois
Investment Adviser Representative
Ricardo Antonio Lima
Investment Adviser Representative
Feixueer Luo
Investment Adviser Representative
Garner Allen Mabry
Investment Adviser Representative
Adam Renald Macdonald
Investment Adviser Representative
Jeffrey Alan Maclardy
Investment Adviser Representative
Dimitris Petros Magemeneas
Investment Adviser Representative
Karrisa Marinez
Investment Adviser Representative
Kenneth Allen Maring
Investment Adviser Representative
Daniel Patrick Maroney
Investment Adviser Representative
Jeremy Michael Massullo
Investment Adviser Representative
Kayla McNamara Mayoral
Investment Adviser Representative
David Allan McBee
Investment Adviser Representative
Kelly Marie McCloy
Investment Adviser Representative
Kevin Ray McFarland
Investment Adviser Representative
Elizabeth Meagher
Investment Adviser Representative
Andrew Otho Medukas
Investment Adviser Representative
Matthew Nadim Menkhaus
Investment Adviser Representative
Shikha Midha
Investment Adviser Representative
Michael Morris Mikeska
Investment Adviser Representative
Adolfo John Montesa
Investment Adviser Representative
Regulatory & compliance
CRD number
#323135
SEC Number
801-126555
Disciplinary History
Yes
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee
| Asset tier | Annual rate |
|---|---|
| $0 - $1,000,000 | 2.00% |
| $1,000,001 - $2,000,000 | 1.70% |
| $2,000,001 - $3,000,000 | 1.60% |
| $3,000,001 - $5,000,000 | 1.50% |
| $5,000,001 - $7,500,000 | 1.40% |
| $7,500,001 - $10,000,000 | 1.30% |
| $10,000,001 and above | 1.00% |
Data as of April 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
lccassoc.comPhone
813-709-8800Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CONCURRENT INVESTMENT ADVISORS, LLC 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.