Concurrent Investment Advisors, Llc

AUM over time

Annual snapshots from Form ADV filings · as of Jul 31, 2026

Who they serve

Retirement plan clients

Plans that reported this firm as an investment service provider on Form 5500 Schedule C.

Entity owners (Schedule A/B)

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Estimated effective ownership (look-through of filed bands):

• Nathan Matthew Lenz: 25% – 50% of Concurrent Founding Partners, Llc × 50% – 75% of Concurrent Partnership Holdings, Llc × 75% – 100% direct ≈ 9.38% – 37.5% of the firm
• Steele, Scott, Alexander: 25% – 50% of Concurrent Founding Partners, Llc × 50% – 75% of Concurrent Partnership Holdings, Llc × 75% – 100% direct ≈ 9.38% – 37.5% of the firm
• Natsco Llc: 75% – 100% of Concurrent Partnership Holdings, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
• Concurrent Founding Partners, Llc: 50% – 75% of Concurrent Partnership Holdings, Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
• Merchant Wealth Partners: 25% – 50% of Concurrent Partnership Holdings, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm

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.

Top 25 of 82 plans by assets.

From Form 5500 service-provider disclosures.

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.