Houston, TX 3555 Timmons Lane Suite 900 Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$15,706,681,859
ClientsTotal clients
13,268
AdvisorsAdvisors at this office
3
Of 285 advisors across 93 offices
About
Concurrent Investment Advisors, LLC is an SEC-registered enterprise advisory firm offering wealth management, discretionary and non-discretionary investment management, financial planning, retirement plan and participant advisory services to individuals, high‑net‑worth clients, families, trusts, businesses, and retirement plans. The firm reports roughly $15.7 billion in assets under management, about 240 advisors and over 13,000 clients across a multi‑office platform.
Concurrent’s investment approach is primarily long‑term and portfolio-driven, typically using ETFs, mutual funds and selected individual securities, with portfolios constructed and monitored to align with client goals, risk tolerance and tax considerations. The firm may implement strategies through unaffiliated independent managers or an affiliated sub‑adviser (Concurrent Asset Management, LLC), manages held‑away accounts using a third‑party order management tool (Pontera), and uses a third‑party data aggregation and reporting platform for alternative investments.
Several features distinguish Concurrent from many peers: it was founded in November 2022 but scaled quickly to enterprise size, it charges a separate Custody, Platform and Admin fee (typically 0.05% annually), and it makes available third‑party platform options such as Flourish Cash (for which Concurrent receives a 0.10% annual fee on client balances) and access to Flourish Lending for mortgage brokering assistance. The firm maintains institutional relationships with multiple custodians (including Fidelity, Schwab, SEI and Goldman Sachs), discloses reimbursements and third‑party payments and equity incentives tied to its affiliate CAM, and reports no disciplinary history.
Based on Concurrent Investment Advisors, LLC
Location
3555 Timmons Lane, Suite 900
Houston TX 77027
Advisors at this office
3
Advisors at this office
Vincent A
CFP®, Series 66
Houston, TX
Concurrent Investment Advisors, LLC
Vincent Arnold III is a CFP® and holds a Series 66 license, with three years of industry experience. He currently works with Concurrent Investment Advisors, LLC and TAVO Wealth. Prior to this, he was employed at Raymond James & Associates, Inc. Outside of financial advising, he has experience working in the hospitality and service industries. Concurrent Investment Advisors, LLC is an SEC-registered firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities, managing approximately $15.7 billion in assets across roughly 240 advisors and 13,000 clients.
David A
CFP®, Series 63, Series 66
Houston, TX
Concurrent Investment Advisors, LLC
David Ahlquist is a CFP®-certified financial advisor with 26 years of industry experience. He is currently with Concurrent Investment Advisors, LLC and previously worked at TAVO Wealth, Raymond James & Associates, and TIAA-CREF. Concurrent Investment Advisors, LLC is an SEC-registered firm that provides wealth management, investment management, and financial planning services to individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $15.7 billion in assets and employs a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities.
Steven V
CFP®, Series 63, Series 66
Houston, TX
Concurrent Investment Advisors, LLC
Steven Van Nostrand is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Concurrent Investment Advisors, LLC. His prior experience includes roles at Raymond James & Associates, Goodman Financial Corporation, and TIAA-CREF. Concurrent Investment Advisors, LLC is an SEC-registered advisory firm managing approximately $15.7 billion in assets for individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a long-term, portfolio-driven investment approach, utilizing ETFs, mutual funds, and selected individual securities tailored to client goals and risk tolerance.
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