CI
CONCURRENT INVESTMENT ADVISORS, LLC
SEC RegisteredSuccess Is A Well Served Client
TAMPA, FLhttps://lccassoc.com813-709-8800
Assets Under Management
$5B–$25B
Employees
188
Office Locations
41 offices
Total Accounts
41105
About the firm
Louis C. Ciliberti & Associates, Ltd. is an independent financial advisory firm committed to offering complete objectivity and unbiased advice. Their advisors are dedicated to simplifying the complexities of the financial world and offer a full range of investment and financial services with access to a wide array of solutions.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthCharitable OrganizationsState/Municipal
Areas of expertise
Family OfficeWealth ManagementEstate PlanningRetirement Planning401k ServicesInsuranceInvestment Advisory
Services
Family Office, Wealth Management, Estate Planning, Retirement/401K Services, and Insurance
Who they serve
Individual investors and entrepreneurs
| 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
41 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 271
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
Michael Robert Bauer
Investment Adviser Representative
Jeffery Paul Bedford
Investment Adviser Representative
Diane Blakeney Bonner
Investment Adviser Representative
Jeffrey Donald Breese
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
Kenneth J Calhoun
Investment Adviser Representative
Brian James Campagna
Investment Adviser Representative
Louis Cosmo Ciliberti
Investment Adviser Representative
Timothy Lee Colvin
Investment Adviser Representative
Zachary Ethan Colvin
Investment Adviser Representative
Thomas Brandon Cox
Investment Adviser Representative
Mark Patrick Culver
Investment Adviser Representative
Richard Anthony Camacho
Investment Adviser Representative
Juan Sebastian Casas
Investment Adviser Representative
Jerome Caulk
Investment Adviser Representative
Laura Nicole Christofferson
Investment Adviser Representative
Joseph Frank Ciliberti
Investment Adviser Representative
Colin John Clarkson
Investment Adviser Representative
Alan Scott Cohen
Investment Adviser Representative
David Sampson Coleman Jr
Investment Adviser Representative
Jack Wyeth Cooper
Investment Adviser Representative
Kimberly Lynn Corrente
Investment Adviser Representative
Charles Joseph Costa III
Investment Adviser Representative
William Harrison Cox
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
Richard S Danielson
Investment Adviser Representative
Christopher Joseph Davitt
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
Jennifer Vallee Enlow
Investment Adviser Representative
Lanta Larrett Evans
Investment Adviser Representative
Bailey Edmonds
Investment Adviser Representative
Katie Fehrman Edmonds
Investment Adviser Representative
Jodi Ann Engelstad
Investment Adviser Representative
Steven Arnold Engelstad
Investment Adviser Representative
Alexandra Evans
Investment Adviser Representative
Jeffery Scott Fehrman
Investment Adviser Representative
Bobby Neil Foster
Investment Adviser Representative
Gary Todd Fouts
Investment Adviser Representative
Randall Wayne Fowler
Investment Adviser Representative
John Douglas Feast
Investment Adviser Representative
Jake Feldman
Investment Adviser Representative
Sean L Foote
Investment Adviser Representative
Daniel John Froning
Investment Adviser Representative
Paul David Guerra
Investment Adviser Representative
John David Garcia
Investment Adviser Representative
Scott Douglas Garcia
Investment Adviser Representative
Brandon L. Glasscock
Investment Adviser Representative
Gregory Paul Gottlieb
Investment Adviser Representative
Andrew Jakob Graefe
Investment Adviser Representative
Watson Thomas Grapengeter
Investment Adviser Representative
Brian Gray
Investment Adviser Representative
Virginia Agee Gray
Investment Adviser Representative
Nicholas Manning Hamilton
Investment Adviser Representative
John Edward Harris
Investment Adviser Representative
Stephen Joseph Hollingsworth
Investment Adviser Representative
Sean Michael Houston
Investment Adviser Representative
Earl Bradford Hudgens
Investment Adviser Representative
Courtney Tara Haddad
Investment Adviser Representative
Isaac Hampton
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
Joseph Kadillak Hewitt
Investment Adviser Representative
Lindsay Brooke Heyman
Investment Adviser Representative
Brandon Alec Hina
Investment Adviser Representative
Brett Andrew Hina
Investment Adviser Representative
Courtney Jenkins Hincks
Investment Adviser Representative
Joshua Christian Hoff
Investment Adviser Representative
Lora Jane Hoff
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.