Concord Advisory Group Ltd
- Regulatory AUM
- $46.2B
- Discretionary
- $0
- Clients
- 204
- Avg AUM / client
- $226M
- Accounts
- 204
- Employees
- 34
AUM over time
Annual snapshots from Form ADV filings · as of Mar 11, 2026
Asset allocation (SMA assets by investment type)
as of Mar 11, 2026Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 3 | $31.7M | 0.07% |
| Pension and profit sharing plans | 37 | $18.8B | 40.6% |
| Charitable organizations | 66 | $6.6B | 14.3% |
| Insurance companies | 26 | $4.4B | 9.59% |
| Corporations and other businesses | 32 | $13.5B | 29.1% |
| Other | 40 | $2.9B | 6.3% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Defined Benefit Plan For Employees Of Catholic Social Services Of The Diocese Of Scranto Catholic Social Services Of The Diocese Of Scranton, Inc. | 2024 | |
| Bear River Mutual Insurance Company Defined Benefit Plan Bear River Mutual Insurance Company | 2024 | |
| The Atlanticare Health System, Inc. Pension Plan Atlanticare Health System, Inc. | 2024 | |
| Immaculata University Defined Contribution Retirement Plan Immaculata University | 2024 | |
| New Jersey Hospital Association Cash Balance Plan New Jersey Hospital Association | 2024 | |
| Melmark, Inc. Supplemental Retirement Annuity Plan Melmark, Inc. | 2024 | |
| 401(k) Retirement Savings Plan For Employees Of The Valley Hospital The Valley Hospital | 2024 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Cahill, Christopher, Edward | Partner | Apr 1990 (36y) | 25% – 50% | |
| Michalski, Michael, John | Partner | Apr 1990 (36y) | 10% – 25% | |
| Santin, Scott | Managing Partner, Chief Compliance Officer | Apr 1990 (36y) | 25% – 50% |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (7)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Defined Benefit Plan For Employees Of Catholic Social Services Of The Diocese Of Scranto | Catholic Social Services Of The Diocese Of Scranton, Inc. | 23 | $14.7M | 07/01/2024 |
| Bear River Mutual Insurance Company Defined Benefit Plan | Bear River Mutual Insurance Company | 113 | $12.1M | 01/01/2024 |
| The Atlanticare Health System, Inc. Pension Plan | Atlanticare Health System, Inc. | 1,067 | $277M | 01/01/2024 |
| Immaculata University Defined Contribution Retirement Plan | Immaculata University | 341 | $41.9M | 01/01/2024 |
| New Jersey Hospital Association Cash Balance Plan | New Jersey Hospital Association | 108 | $23.7M | 01/01/2024 |
| Melmark, Inc. Supplemental Retirement Annuity Plan | Melmark, Inc. | 821 | $41.1M | 01/01/2024 |
| 401(k) Retirement Savings Plan For Employees Of The Valley Hospital | The Valley Hospital | 6,085 | $1.1B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/11/2026 | 947 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Fixed fees
- • Other fees
- • % OF ASSESTS UNDER CONSULTATION
Services
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Northern Trust $10.5B (23% of AUM) Mar 2022
- BNY Mellon $8.7B (19% of AUM) Mar 2026
- Fidelity $7.6B (16% of AUM) Mar 2026
- Teachers Insurance And Annuity Assoc Of America $5.6B (15% of AUM) Mar 2025
- Us Bancorp $4.0B (11% of AUM) Mar 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 11, 2026.
View current Form ADV (SEC/IAPD) ↗