Concentric
Walnut Creek, CA·SEC-registered · CRD #321633
Concentric is an SEC-registered investment advisory firm in Walnut Creek, CA managing $14B across 5.4k client accounts, with 16 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$14B
Client accounts
5.4k
Advisory staff
16
Fee model
Fee-only
How Concentric is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Concentric
How much does Concentric manage?
Per its most recent SEC Form ADV filing (03/31/2026), Concentric reports $14B in regulatory assets under management across roughly 5.4k client accounts.
How does Concentric charge?
Concentric is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Concentric a fiduciary?
Yes. Concentric is registered with the U.S. Securities and Exchange Commission (CRD #321633), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Concentric taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Concentric and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Concentric's public SEC Form ADV filing (CRD #321633, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Concentric. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Concentric? Claim this profile.