Bank / Wealth / TrustRIA · CRD 117474SEC-Registered

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Accordant Advisory Group

Accordant Advisory Group was established in 2000. It functions as a wealth manager and registered investment adviser headquartered in Annapolis, Maryland.

Accordant Advisory Group logo

Accordant Advisory Group

Accordant Advisory Group was established in 2000. It functions as a wealth manager and registered investment adviser headquartered in Annapolis, Maryland. The firm supplies investment advisory services that encompass financial planning and portfolio management. It serves individuals, high-net-worth individuals, and corporations. No public data detail asset-class allocations, specific holdings, or geographic deployment beyond the headquarters location. No information is available on team size, additional offices, or operational events from the last 24 months. Adjacent vehicles such as foundations or operating businesses are not disclosed. The firm operates as a conventional RIA without evident hybrid structures, co-investor clubs, or succession vehicles that differentiate it from peer advisers.

General information

Firm type

Wealth Manager

Year founded

2000

Location

Region

North America

Country

United States

City

Annapolis

Corporate office

Annapolis, MD, United States

Frequently asked questions

Who runs investment decisions at Accordant Advisory Group?

No named principals or investment committee members appear in public records.

Does Accordant Advisory Group participate in fund commitments or only direct deals?

Public materials describe only advisory services; no fund commitments or direct deals are disclosed.

What investment stages does Accordant Advisory Group typically target?

No stage-specific mandate is stated in available sources.

Where does the underlying wealth come from?

Wealth origin is not disclosed.

Is Accordant Advisory Group structured as a single family office?

The firm is registered as an RIA advising multiple client types, not a single-family office.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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