Anderson, SC Office
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Concurrent Investment Advisors, LLC
Enterprise
Firm-wide stats for Concurrent Investment Advisors, LLC
About
Concurrent Investment Advisors, LLC is an SEC-registered, multi‑team advisory firm that serves individuals, high‑net‑worth clients, families, trusts, estates, businesses, and retirement plans. The firm provides wealth and investment management (discretionary and non‑discretionary), financial planning (ongoing and project‑based), retirement plan and participant advisory services, and sponsors a wrap fee program, supported by a network of roughly 286 advisors serving over 13,000 clients.
Concurrent’s investment process is centered on customized, primarily long‑term portfolios that typically use ETFs and mutual funds and may include individual securities, bonds, alternative investments, and independent sub‑advisers. The firm conducts internal due diligence, constructs strategic asset allocations, and offers operational tools for held‑away accounts (including an order‑management integration) as well as cash management and mortgage‑platform options made available through third‑party providers, with client consent and disclosure of related operational and cybersecurity considerations.
What distinguishes Concurrent from many peers are its affiliated sub‑advisory arrangements and platform integrations: the firm may utilize Concurrent Asset Management, LLC (CAM) as a sub‑advisor and discloses that CAM’s use can involve fee sharing and potential equity interests for IARs, creating a material affiliation to consider. Concurrent also makes available third‑party solutions (for cash management and mortgage access) and maintains institutional relationships with multiple custodial platforms, and it explicitly oversees delegated retirement plan model managers and participant‑level implementation.
Based on Concurrent Investment Advisors, LLC
Location
129 N Main St, Suite 200
Anderson SC 29621
Advisors at this office
3
Advisors at this office
Arthur K
CFP®, Series 63
Anderson, SC
Concurrent Investment Advisors, LLC
Arthur Klugh is a CFP® with 27 years of experience in the financial services industry. He is currently with Concurrent Investment Advisors, LLC and has previously held roles at firms including Goldman Sachs PFM and United Capital Financial Advisers. In addition to his advisory work, he is an independent insurance agent providing insurance advice based on client needs. Concurrent Investment Advisors, LLC is a multi-team, SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services, focusing on customized, primarily long-term portfolios that utilize ETFs, mutual funds, and other investment vehicles.
Thomas C
CFP®, Series 66
Anderson, SC
Concurrent Investment Advisors, LLC
Thomas Cox is a CFP® professional with 27 years of industry experience, currently affiliated with Concurrent Investment Advisors, LLC. His career includes roles at Purshe Kaplan Sterling Investments, Cetera Advisor Networks, United Capital (Goldman Sachs PFM), Girard Securities, IC Advisory Services, and The Investment Center. In addition to his advisory work, he provides insurance advice tailored to client needs. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement advisory services using customized, primarily long-term portfolios with various investment vehicles and sub-advisory arrangements.
William C
Series 65
Anderson, SC
Concurrent Investment Advisors, LLC
William Cox is a financial advisor with Concurrent Investment Advisors, LLC and holds the Series 65 designation. He has one year of industry experience and previously worked at Cox, Klugh & Company and PKS Investments. Cox also spent nine years at Clemson University. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement advisory services, using a customized, primarily long-term investment approach that includes ETFs, mutual funds, and other securities.
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