DBA: CONCENTRIC
| Total AUM | $13.91B |
| Discretionary | $13.91B100% of AUM |
| Client Accounts | 5,371 |
| Avg Account Size | $2.6M |
| Employees | 26 |
| Peak AUM | $13.91BMar 2026 |
| AUM CAGR | +71.8% /yrover 4 yrs · 8 filings |
Total AUM
$13.9B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $13.9B | +81.4% | +89.3% | — | |
| Discretionary AUM | $13.9B | ||||
| Total AUM | $13.91B |
| Discretionary | $13.91B |
| Employees | 26 |
| Client Accounts | 5371 |
Address
1333 N. CALIFORNIA BLVD
WALNUT CREEK CA 94596
Phone
888-265-2257
Filing History
8 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$13.9B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| +81.4% |
| +89.3% |
| — |
| Total Accounts | 5k | +51.2% | +66.6% | — |
| Avg Account Size | $3M | +20.0% | +13.6% | — |
| Employees | 26 | +62.5% | +41.0% | +27.6% |
| AUM / Employee | $535M | +11.6% | +34.2% | — |
Client AUM Segments | |||||
| Wealth AUM | $12.2B | +63.4% | +82.8% | — | |
| Institutional AUM | $1.7B | +871.2% | +262.1% | — | |
| Other AUM | $12M | +9.1% | +13.8% | — | |
Client Count Segments | |||||
| HNW Clients | 762 | 2.9% | +45.4% | — | |
| Institutional | 225 | +603.1% | +131.0% | — | |
| Individuals | 4k | +60.4% | +70.1% | — | |