Concord Atlantic, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Concord Atlantic is a privately held, state-registered investment adviser that provides discretionary portfolio management and investment advice to individuals, foundations, trusts and corporate pension plans. As with many independent advisers, it manages individual accounts on a percentage-of-assets basis and does not operate wrap-fee programs.
The firm's investment process is thematic and fundamentally driven, focusing on cash-generating companies purchased at prices judged attractive relative to intrinsic value and held for multi-year horizons (typically three to ten years or longer). Fixed-income holdings are managed to generate income and reduce portfolio volatility, and the firm documents client objectives in an investment policy statement and reviews accounts multiple times per month with regular written reporting.
What is distinctive is the combination of a small advisory operation overseeing roughly $145 million for about 50 clients and the explicit practice choices described in the brochure: the firm does not accept performance-based fees or wrap accounts, it does not accept proxy-voting authority (clients retain voting responsibility), and its managing director is the designated supervisor for the firm’s activities. These features, along with the emphasis on long-term, theme-based holdings and discretionary management, differentiate its practice from many peers of similar size.
Client services
Expertise
Fee options
$0 - $100,000: 1.50% for equity and balanced portfolios; 0.75% for fixed income portfolios $100,000 - $200,000: 1.25% equity and balanced accounts; 0.625% fixed income accounts $200,001 - $599,000: 1.00% equity and balanced accounts; 0.500% fixed income accounts $599,001 - $1,099,000: 0.80% equity and balanced accounts; 0.400% fixed income accounts $1,099,001 - $2,099,000: 0.75% equity and balanced accounts; 0.375% fixed income accounts $2,099,001 - $5,099,000: 0.60% equity and balanced accounts; 0.300% fixed income accounts $5,099,001+: 0.50% equity and balanced accounts; 0.250% fixed income accounts
Account minimum: $1,000,000 Fee-only: Fee-only compensation with no commissions or sales charges
Main office
Falls Church VA
Advisors at this office
1
Most active in
Maryland · Massachusetts · Virginia
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)