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Concordius Capital Advisors (St Petersburg)


Concordius Capital Advisors is an adviser based in St Petersburg. It manages $32 million of regulatory assets for 70 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of Arizona, Connecticut, Florida, and 4 other states.

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Concordius Capital Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and firm also acts as a subadvisor, offering its model to other rias. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Concordius Capital Advisors: assets under management

The assets under management (AUM) of Concordius Capital Advisors is $32 million. The firm's AUM has gone down by -75% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $29 million in discretionary accounts and $3 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $446.15 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $600 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Concordius Capital Advisors for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 7 indirect owners.

Name Entity Date acquired Ownership Employer ID
Inc Concordius Capital Holdings Florida corporation 1 Jun 2013 75% - 100% 46-3178086
Ltd Owned By The Felipe And Elizabeth Luna Family Trust Concert Global Group Owner 1 Jun 2013 Other 05-0632831
Keith William Krueger Chairman, and chief executive officer 1 Jun 2013 25% - 50% 703775
Ltd Concert Global Group Owner 1 Jun 2013 Other 05-0632831
David Russo Family Trust Owner 1 Jun 2013 Other xxx-xx-xxxx
William Howard Hoover Owner 1 Jun 2013 Other 4686428
Clifford Harland Wildes Chief operating officer and owner 1 Jun 2014 25% - 50% 5754980

Based in St Petersburg

The principal office where Concordius Capital Advisors performs its advisory services is located at 9500 Koger Blvd, St Petersburg, FL 33702 The mailing address of the firm is 1201 Gandy Blvd N, St Petersburg, FL 33742. An additional office of the firm is in Roswell, GA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 813-642-6444 or by fax 727-577-9999. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at concordiusadvisors.com.


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