ACCORDANT ADVISORY GROUP, INC.
C44
CRD 117474·SEC 801-111762·ANNAPOLIS, MD
AUM
$278.0M
$100M-$500M
Est. Revenue
$2.8M
@ 1% on AUM
Est. EBITDA
$834K
@ 30% margin
Est. Deal Value
$6.7M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $102.0M
'21 · $126.9M
'22 · $210.2M
'23 · $210.2M
'25 · $208.4M
'26 · $278.0M
'20'26
$102.0M → $278.0M▲ +173%
Client mix
| Individuals Other | 108 |
| Individuals High Net Worth | 74 |
| Charitable Organizations | 3 |
| Corporations | 3 |
| Pension Profit Sharing Plans | 1 |
Operations
Advisory staff (5-yr trend)
'20 · 2 advisors
'21 · 5 advisors
'22 · 5 advisors
'23 · 5 advisors
'25 · 2 advisors
'26 · 2 advisors
'20'26
2 advisors → 2 advisors▬ 0%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (17)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
309 THIRD STANNAPOLIS, MD 21403
Business
309 THIRD STANNAPOLIS, MD 21403
Edgar Recent Filings
13F-HR2026-05-11 · 0002013499-26-000002
13F-HR2026-01-22 · 0002013499-26-000001
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited