Concorde Investment Management

Name

Concorde Investment Management

Legal name

Concorde Investment Management

Website

https://concordeco.com

Company type

Private

Founded year

1981

Operating status

Operating

Headcount range

1–10 employees

Short description

Concorde Investment Management is a Dallas-based, SEC-registered independent RIA serving multi-generational high-net-worth families, foundations, and institutions through fiduciary wealth advisory, strategic portfolio planning, and proprietary private capital investing across healthcare, AI, and energy.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Other Investment Pools and Funds (5259)

SIC

Investment Advice (6282), Investors, Nec (6799)

akta.pro primary industry

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

akta.pro secondary industries

Institutional Separate Accounts & SMAs (Mandates) (FSAAAGAL), Multi-Asset Mutual Funds & UCITS (Balanced/Allocation Funds) (FSAAAJAA)

Keywords

• Wealth management
• Investment advisory
• Private equity investing
• Portfolio management
• Financial planning

Headquarters

HQ city

Dallas

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Investment Advisory Fees: As an SEC-registered investment advisor operating in a fiduciary capacity, Concorde generates revenue through advisory fees for personalized wealth management and investment advisory services. The specific fee structure (AUM-based, flat fee, hourly) is not publicly disclosed on their website.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Concorde Investment Management is an SEC-registered investment advisor providing personalized wealth management to high-net-worth individuals, multi-generational families, foundations, and institutions. Services span holistic financial planning, customized three-tier asset allocation (growth, income, defensive), and access to proprietary private equity and venture capital opportunities across healthcare, AI, energy, and manufacturing sectors.

Product overview

Concorde Investment Management operates as an SEC-registered investment advisor offering a unified wealth management platform centered on three integrated service pillars: Wealth Advisory Services (comprehensive financial planning and analysis), Strategic Portfolio Planning (disciplined three-tier allocation across growth, income, and defensive positions), and Private Capital Investing (access to proprietary private equity and venture capital opportunities). The firm supports its advisory services with the Concorde Wealth Management Fund, quarterly market newsletters, and regulatory disclosures (Form ADV Part 2A and Form CRS). A coaching initiative, Knowledge for Profit, extends the firm's industry influence by developing early-career advisors.

Differentiator

Problem solved

Functional benefit

Brands

• Omnimed Capital: Concorde's dedicated healthcare venture capital platform led by Greg B. Wood
• Concorde Capital Energy Partners II, L.P. (CCEP II)
• Concorde Wealth Management Fund

Products and services

• Wealth Advisory Services Holistic financial planning and counseling that analyzes balance sheets, tax exposures, risk tolerances, estate planning, insurance needs, and generational transfer goals to design diversified investment and wealth strategies aligned with multi-generational family objectives.
• Strategic Portfolio Planning Customized investment allocation strategy structured around three tiers (growth-oriented positions for accumulation, income-generating holdings, and defensive allocations), selecting individual stocks and specific holdings rather than packaged funds.
• Private Capital Investing Access to select, vetted proprietary private equity and venture capital opportunities outside of public markets, including private capital partnerships, private credit structures, sector-specific investments, special purpose partnerships, and direct investments in privately held companies across healthcare, AI, energy, and manufacturing.
• Concorde Wealth Management Fund SEC-regulated investment fund with semi-annual reports, annual audits, prospectuses, and TSR filings, providing institutional-quality reporting and transparency for fund investors.
• Knowledge for Profit Coaching and development program designed to support early-career financial advisors in building sustainable practices, led by industry veteran Jeffrey Bangerter with over four decades of experience.

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record, tiered minor.

• FidelityminorOthersFidelity serves as a third-party custodian and portal provider for client accounts. Privacy practices for the client portal are governed by Fidelity's privacy policy.
• Black Diamond Wealth SolutionsminorOthersBlack Diamond Wealth Solutions provides secure client portal access for existing clients. Privacy practices for the client portal are governed by Black Diamond's privacy policy.
• FINRA BrokerCheckminorOthersConcorde references FINRA BrokerCheck on its website as a regulatory verification resource for clients to verify advisor credentials and background.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Regional players

• First Foundation Advisors: Wealth management firm serving HNW individuals and families primarily on the US West Coast, with banking and investment advisory services. Comparable HNW client focus and integrated advisory model, though with a regional concentration different from Concorde's Dallas/Texas base.

Direct peers

• Mariner Wealth Advisors: Independent RIA serving ultra-high-net-worth families with integrated wealth advisory, tax, estate planning, and alternative investment access. Comparable to Concorde in independent fiduciary model and family-office service orientation, though at significantly larger scale.
• Aspiriant: Independent RIA serving HNW individuals and families with comprehensive wealth management, tax planning, and family-office services. Comparable client segment, fiduciary model, and holistic multi-generational planning focus.
• Tiedemann Advisors: Independent wealth advisor and multi-family office serving HNW families, foundations, and endowments. Comparable independent model with focus on personalized advisory, alternative investments, and multi-generational wealth stewardship.
• Cresset Capital: Multi-family office providing wealth advisory and direct private capital access to HNW entrepreneurs and families. Comparable to Concorde in combining personalized advisory with proprietary private equity/venture deal flow and concierge family service.
• GenTrust Wealth Management: Independent, fee-only RIA serving HNW individuals and families with customized portfolio management and access to alternative investments. Comparable boutique independent model with similar fiduciary, conflict-free philosophy.
• Coldstream Holdings: Independent employee-owned RIA serving HNW individuals, families, and institutions in the Pacific Northwest with fee-only wealth management. Comparable boutique independent RIA model with similar fiduciary philosophy and limited-client-base approach.

Broad incumbents

• Bessemer Trust: Large multi-family office serving ultra-wealthy families with trust, investment, and family-office services. Comparable HNW/UHNW target market and multi-generational focus, though at significantly larger scale with broader institutional capabilities.
• Brown Brothers Harriman: Private bank and trust company serving HNW families, foundations, and endowments with integrated wealth management. Comparable fiduciary service to multi-generational families and institutions, but as part of a much broader diversified financial services franchise.
• Pathstone: Multi-family office providing investment advisory, trust, and family-office services to HNW families and foundations. Comparable client segment and integrated wealth-management offering, though with broader service breadth and larger scale.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/concorde-investment-management

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Subsidiaries8 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Concorde Investment Management