Accord Capital Management, Ltd.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Accord Capital Management, Ltd. provides discretionary portfolio management to individuals, high net worth individuals, families, and business entities, generally requiring a $50,000 account minimum (waivable). The firm reports approximately $40 million in discretionary assets under management and offers ongoing monitoring and rebalancing of customized and firm model portfolios.
The firm typically obtains discretionary authority to implement investment strategies consistent with a client’s objectives and may invest using firm-developed model allocations. Its stated methods of analysis include fundamental and technical approaches and, depending on suitability, the firm may employ a range of techniques from long-term and short-term purchases to more active strategies such as frequent trading, margin trading, short sales, and options transactions.
Compared with many peers of similar size, Accord discloses the use of advanced trading tools and block trading practices and participates in Charles Schwab Institutional’s advisor program, receiving institutional custodial and operational benefits. The brochure also highlights firm-level policies to combine household accounts for fee breakpoints and discloses specific conflicts related to margin use and IRA rollover recommendations, which are emphasized in its disclosures.
Client services
Expertise
Fee options
$0 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $2,000,000: 1.00% $2,000,001+: Negotiable
Account minimum: $50,000
Main office
802 W Bannock St Suite 602
Boise ID 83702
Advisors at this office
2
Most active in
Idaho
Also doing business as
Accord Capital · Accord Capital Ltd · Accord Capital Management, Ltd. · Accord Capital Manangement, Ltd.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Mark G
Series 63, Series 66
Boise, ID
Accord Capital Management, Ltd.
Mark George is a financial advisor at Accord Capital Management, Ltd. in Boise, ID, with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Accord Capital Management since 2012, including prior roles at Capital Markets IQ, LLC. Accord Capital Management provides discretionary portfolio management to individuals, high net worth families, and business entities, managing approximately $40 million in discretionary assets. The firm uses fundamental and technical analysis and offers customized and model portfolios with a range of investment strategies, including advanced trading techniques.
Matthew W
Series 65
Boise, ID
Accord Capital Management, Ltd.
Matthew Wideman is a financial advisor at Accord Capital Management, Ltd. He holds a Series 65 designation and has two years of industry experience. Prior to joining Accord Capital Management, he worked at Pacific Road Capital Management and has held positions at Boise State University and the U.S. Forest Service McCall Smokejumpers. Accord Capital Management provides discretionary portfolio management to individuals, families, and business entities, managing approximately $40 million in assets. The firm uses fundamental and technical analysis and employs a range of investment strategies, including long-term and short-term purchases as well as more active trading techniques.
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