Concurrent Investment Advisors, an independent registered investment adviser platform, reported continued growth at the start of 2026, with the addition of Fehrman Investment Group and three advisors joining firms already operating under its network. The new partnerships add more than $450 million in combined assets under management, increasing Concurrent’s total AUM to $17 billion.
Fehrman Investment Group, a family-owned firm based in Augusta, Georgia, brings more than $300 million in managed assets to the platform. Led by President Jeff Fehrman, CFP®, the firm provides strategic investment management, comprehensive financial planning and corporate retirement planning services. Jeff Fehrman is joined by financial advisor Katie Fehrman Edmonds and three additional team members.
The firm said its decision to join Concurrent was driven by a desire to enhance the client experience through access to Goldman Sachs Custody Solutions, a broader range of investment resources, advanced technology and institutional-grade planning support.
In addition to Fehrman’s move, three advisors joined existing Concurrent partner firms, contributing more than $150 million in assets collectively. Charles Sacco joined Ciliberti & Associates in New York; Dave Coleman affiliated with Lindamood Financial Group in Virginia; and Amanda Adams joined The Wealth Stewards in Massachusetts.
Concurrent, headquartered in Tampa, Florida, provides capital, consulting, and operational support to independent financial advisors seeking to build and scale their wealth management practices. Through its partnership with Merchant, the firm offers growth capital, shared equity ownership opportunities, and access to an integrated investment platform, retirement solutions, and AI-driven technology.
KEY QUOTES:
“My entire career has been anchored by a commitment to providing clients with personalized, reliable advice. 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.”
Jeff Fehrman, President of Fehrman Investment Group; Katie Fehrman Edmonds, Financial Advisor
“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. Our goal is to provide the infrastructure and partnership entrepreneurial advisors need to build and scale sustainable practices with complete ownership.”
Joe Mooney, Managing Director And Head Of Business Development At Concurrent Investment Advisors
