# Accordant Advisory Group

Accordant Advisory Group is a RIA based in Annapolis, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Annapolis, United States
- **Region:** North America
- **Address:** Annapolis, MD, United States
- **Founded:** 2000
- **Assets under management:** Undisclosed
- **Website:** planaccordingly.com

## Regulatory record

- **CRD number:** 117474
- **SEC file number:** 801-111762
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-02-13T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/117474

## About

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.

## 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.

## Related profiles

- [Accomplice](https://altss.com/profile/accomplice)
- [Accordant Investments](https://altss.com/profile/accordant-investments)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/accordant-advisory-group

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology