Concourse Capital Advisors, Llc
SEC-registered
Mutual Fund / Asset Manager · Boutique (under $100M)
CRD 336424
· SEC file 801-132824
· Atlanta, GA
· www.concoursecap.com
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ADV data as of Mar 27, 2026
- Regulatory AUM
- $36.1M
- Discretionary
- $36.1M
- Clients
- 1
- Avg AUM / client
- $36.1M
- Accounts
- 1
- Employees
- 1
AUM over time
$0
$36.1M
Apr 21, 2025
Mar 27, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 1 | $36.1M | 100.0% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Joseph L. Mathias | Registered representative | Jun 2026 (0y) |
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 894 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
- • Percentage of assets under management
Services
- • Portfolio management for investment companies
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗