The new partnerships bring over $450 million in assets under management to the platform

Concurrent Investment Advisors, LLC (“Concurrent”), a leading independent registered investment adviser (RIA) platform, reported significant growth at the start of 2026 with the addition of Fehrman Investment Group (“Fehrman”) and three other advisors to its network. The partnerships bring over $450 million in combined assets, raising Concurrent’s total AUM to $17 billion.

With more than $300 million in managed assets, Fehrman is a family-owned firm led by President Jeff Fehrman, CFP®. Based in Augusta, Ga., the team serves clients through strategic investment management, comprehensive financial planning and corporate retirement planning. Jeff is joined by his daughter, financial advisor Katie Fehrman Edmonds, and three supporting staff members as they seek to further elevate client service. The team cited their decision to join Concurrent was centered on enhancing the client experience by gaining access to Goldman Sachs Custody Solutions, an expanded range of investment resources, top-tier technology, and institutional-grade planning support.

“My entire career has been anchored by a commitment to providing clients with personalized, reliable advice,” said Jeff Fehrman. “With Concurrent as our partner, we can continue executing on that commitment with access to a top custodian, expanded investment options and practice management support.”

“Our team will be even more efficient, as we continue to deliver the holistic advice our clients have come to expect from us,” added Edmonds.

Adding to Concurrent’s growth momentum, three advisors joined firms already established under the platform, bringing more than $150 million in AUM collectively. In New York, Charles Sacco joined Ciliberti & Associates; Dave Coleman affiliated with Lindamood Financial Group in Virginia; and in Massachusetts, Amanda Adams was welcomed to The Wealth Stewards team.

“Welcoming a firm of Fehrman’s caliber while continuing to grow alongside our partner firms underscores how our platform supports advisors at every stage of their career,” said Joe Mooney, Managing Director and Head of Business Development at Concurrent. “Our goal is to provide the infrastructure and partnership entrepreneurial advisors need to build and scale sustainable practices with complete ownership.”

About Concurrent

Concurrent Investment Advisors is a leading independent registered investment adviser (RIA) platform providing the capital, consulting services and comprehensive support advisors need to build and grow thriving wealth management businesses. Headquartered in Tampa, Florida, Concurrent partners with independent-minded financial professionals, delivering a full suite of practice management resources, access to an investment platform, comprehensive retirement solutions and innovative, AI-driven technology designed to help advisor entrepreneurs scale efficiently while enhancing the client experience.

In partnership with Merchant, Concurrent offers growth capital, operational support, and the opportunity to participate in shared equity ownership. Independence, collaboration, and client-first service define Concurrent’s model, enabling advisors to scale as entrepreneurs while remaining aligned through best practices and cutting-edge resources.

Learn more at www.poweredbyconcurrent.com.

Custody, clearing and certain brokerage services are offered by Folio Investments, Inc., which conducts business as Goldman Sachs Custody Solutions (GSCS). GSCS is an SEC-registered broker-dealer and Member FINRA/MSRB/SIPC. Neither this material nor any of its contents shall constitute an offer, solicitation, or advice to buy or sell securities.

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