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Joseph L. Mathias

Concourse Capital Advisors, LLC

Atlanta, GA

CRD 6014119

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Employer firm

Concourse Capital Advisors, LLC CRD 336424

$36.1M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (investment companies)

From the firm’s Form ADV. Read the guides:

Current Employers
Concourse Capital Advisors, Llc

309 East Paces Ferry Rd., Ne Suite 400, Atlanta, GA 30305 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-06-15
  • GA RA
    APPROVED
    Since 2026-06-15

Branch Locations

309 East Paces Ferry Rd., Ne Suite 400, Atlanta, GA 30305 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Concourse Capital Advisors, Llc Atlanta GA 06/2025 Present
Concourse Capital Management, Llc Atlanta GA 01/2009 06/2025
Other Businesses

Severna Property Group LLC Real estate investment company Address is 6300 Powers Ferry Road, Suite 600-331, Atlanta, GA 30339 I am the Managing Member No relationship with other business Started January 2020 8-10 hours per month 2-3 hours per month during securities trading hours I am the owner and Managing Member managing 3rd party property managers

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-26
  • S65 Uniform Investment Adviser Law Examination
    2025-03-26
Other Names
  • Joseph L. Mathias

View on SEC IAPD

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