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Concurrent Investment Advisors, LLC CRD 323135
$15.7B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-31 |
Branch Locations
1400 Post Oak Blvd Unit 150, Houston, TX 77056-6009 • United States
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Houston | TX | 03/2026 | 07/2026 |
| Episcopal High School | Houston | TX | 06/2016 | 05/2021 |
| The University Of Texas At Austin | Austin | TX | 08/2021 | 05/2025 |
| Unemployed | Houston | TX | 05/2025 | 03/2026 |
| Chilton Capital Management | Houston | TX | 07/2024 | 08/2024 |
| Houston Community College | Houston | TX | 08/2021 | 01/2022 |
| Winstone Wealth Partners | Houston | TX | 03/2026 | Present |
| Concurrent Investment Advisors, Llc | Houston | TX | 07/2026 | Present |
Winstone Wealth Partners; Investment Related; 1400 Post Oak Blvd Suite 150, Houston TX 77056; Support Company - Non Owner; Support Staff; 03/2026; 160 hrs/mo; 140 trading hrs/mo; Provides operational support and client administration.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-31 |
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