Accordant Advisory Group, Inc.
● SEC registered since 2017CRD 117474SEC# 801-111762Annapolis, MD
Reg. AUM
$278M
Employees
3
Accounts
471
Location
Annapolis, MD
About Accordant Advisory Group
Accordant Advisory Group builds comprehensive wealth management strategies around major long-term trends it believes define the current financial environment. The firm stresses looking ahead and planning for substantial change, including issues such as global sovereign debt pressures, so clients can navigate and prosper amid shifting conditions.
Summary based on the firm’s website.
Accordant Advisory Group, Inc. assets under management
Accordant Advisory Group, Inc. operates as an SEC-registered investment adviser based in Annapolis, MD. The firm has been registered since 2017. It reports $278 million in regulatory assets under management and employs 3 people.
Accordant Advisory Group, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Ritchie McKee Control | President, Chief Compliance Officer | Over 75% | 2000 |
Frequently asked questions
How much does Accordant Advisory Group, Inc. manage?
Accordant Advisory Group, Inc. reports $278 million in regulatory assets under management on its Form ADV.
How many employees does Accordant Advisory Group, Inc. have?
Accordant Advisory Group, Inc. reports 3 employees.
Where is Accordant Advisory Group, Inc. located?
Accordant Advisory Group, Inc. is based in Annapolis, MD and has been SEC-registered since 2017.
Does Accordant Advisory Group, Inc. disclose fund performance?
Accordant Advisory Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 309 Third Street, Annapolis, MD 21403-2509 |
| Phone | 410-348-1499 |
| Fax | 703-783-8733 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$278M▲ 33%
Feb '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 65%
Larger than 35% of 16,389 advisers
EmployeesTop 77%
More than 23% of 16,799 advisers
Assets under management
$278Mregulatory AUM
Discretionary $218.9MNon-discretionary $59.1M