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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

CONCORDIUS CAPITAL ADVISORS

CONCORDIUS CAPITAL ADVISORS, LLC, CRD 142852

ST PETERSBURG, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:14286971-a4aa-d9ec-0cc2-a7953aa567a1

Data as of Jun 29, 2015 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 26
Dated events: 1
On other graphs: 0
Observed: Dec 12, 2011 to Jun 29, 2015
45 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $32.0MItem 5.F on the latest filing (2015-06-29); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $29.0M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 7
Advisory employees: 5
Accounts: 70
Custody, client assets: $0
SEC number: 801-67538
CRD: 142852
Filings on the tape: 45
First filed: Dec 12, 2011
Latest filed: Jun 29, 2015
Organised: Limited Liability Company, Florida

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CONCORDIUS CAPITAL HOLDINGS	SOLE OWNER AND MANAGING MEMBER OF THE LLC	E	yes	06/2013	Jul 15, 2013	Jun 29, 2015
KERAMIDAS, MARK, RIDGWAY	CHIEF COMPLIANCE OFFICER	Na	yes	12/2014	Feb 13, 2015	Jun 29, 2015
KRUEGER, KEITH, WILLIAM	MANAGING MEMBER	Na	yes	12/2013	Aug 6, 2013	Jun 29, 2015
KRUEGER, KEITH, WILLIAM	CHAIRMAN, AND CHIEF EXECUTIVE OFFICER	C	yes	06/2013	Aug 6, 2013	Jun 29, 2015
WILDES, CLIFFORD, HARLAND	CHIEF OPERATING OFFICER AND OWNER	C	yes	06/2014	Feb 13, 2015	Jun 29, 2015
CONCERT GLOBAL GROUP, LTD OWNED BY THE FELIPE AND ELIZABETH LUNA FAMILY TRUST	Owner	F	no	06/2013	Sep 17, 2013	Jun 29, 2015
CONCORDIUS CAPITAL HOLDINGS, INC	FLORIDA CORPORATION	E	no	06/2013	Aug 6, 2013	Jun 29, 2015

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
STEWART CARLIN	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	n/a	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2014	Feb 13, 2015	$32.0M	$29.0M	7	3	n/a	n/a	n/a
2013	Feb 11, 2014	$129M	$108M	2	2	n/a	n/a	n/a
2012	Apr 17, 2013	$126M	$126M	1	0	n/a	n/a	n/a
2011	Mar 30, 2012	$125M	$108M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2014	$32.0M	$129M	-75.2%	$125M	-36.4%	7	2	n/a	n/a

Relationships

Controls (4)

← KERAMIDAS, MARK, RIDGWAYOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Feb 13, 2015 to presentfactForm ADV
← WILDES, CLIFFORD, HARLANDOwnerCHIEF OPERATING OFFICER AND OWNER, ownership code C, individual
Feb 13, 2015 to presentfactForm ADV
← KRUEGER, KEITH, WILLIAMOwnerCHAIRMAN, AND CHIEF EXECUTIVE OFFICER, ownership code C, individual
Aug 6, 2013 to presentfactForm ADV
← CONCORDIUS CAPITAL HOLDINGSOwnerSOLE OWNER AND MANAGING MEMBER OF THE LLC, ownership code E, domestic entity
Jul 15, 2013 to presentfactForm ADV

Owns (2)

← CONCERT GLOBAL GROUP, LTD OWNED BY THE FELIPE AND ELIZABETH LUNA FAMILY TRUSTOwnerOWNER, ownership code F, domestic entity
Sep 17, 2013 to presentfactForm ADV
← CONCORDIUS CAPITAL HOLDINGS, INCOwnerFLORIDA CORPORATION, ownership code E, domestic entity
Aug 6, 2013 to presentfactForm ADV

Affiliated with (1)

← CMA ADVISORY GROUP, LLCRegistered adviserother investment adviser, common control
factForm ADV

Registered with (14)

← MORGAN BOYD SIZERAdvisorregistration: previous registration
Mar 26, 2015 to Dec 15, 2015factForm ADV
← WILLIAM HOWARD HOOVERAdvisorregistration: previous registration
Nov 15, 2013 to Nov 17, 2014factForm ADV
← THOMAS RICHARD YOUNGAdvisorregistration: previous registration
Jan 9, 2012 to Jun 11, 2012factForm ADV
← MOUSUMI MUKHERJEEAdvisorregistration: previous registration
Jan 1, 2011 to May 4, 2011factForm ADV
← GUY JAMES ABBANATAdvisorregistration: previous registration
Nov 10, 2010 to May 2, 2011factForm ADV
← DAVID PETER PANKIWAdvisorregistration: previous registration
Nov 8, 2010 to May 2, 2011factForm ADV
← JOHN GABRIEL TALCOTT SLATERAdvisorregistration: previous registration
Nov 8, 2010 to May 2, 2011factForm ADV
← SCOTT ALAN STOCKTONAdvisorregistration: previous registration
Jan 1, 2011 to May 2, 2011factForm ADV
← JEFFREY ROBERT WOLFAdvisorregistration: previous registration
Nov 5, 2010 to May 2, 2011factForm ADV
← ERIK LLOYD WYSEAdvisorregistration: previous registration
Nov 5, 2010 to May 2, 2011factForm ADV
← HOWARD THE CHENAdvisorregistration: previous registration
Nov 10, 2010 to May 2, 2011factForm ADV
← STEVEN PAUL BENDINELLIAdvisorregistration: previous registration
Jan 4, 2010 to Nov 29, 2010factForm ADV
← ROGER SUCHYAdvisorregistration: previous registration
May 5, 2008 to May 20, 2008factForm ADV
← PETER ANTHONY SAVARESEAdvisorregistration: previous registration
Feb 12, 2007 to Sep 10, 2007factForm ADV

Dated events

Occurred
Jul 11, 2013
Succession filed (Item 4)
Concordius Capital Advisors reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:14286971-a4aa-d9ec-0cc2-a7953aa567a1
First observed: Dec 12, 2011
Last observed: Jun 29, 2015 136 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CONCORDIUS CAPITAL ADVISORS

CONCORDIUS CAPITAL ADVISORS, LLC, CRD 142852

ST PETERSBURG, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:14286971-a4aa-d9ec-0cc2-a7953aa567a1

Data as of Jun 29, 2015 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:27 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CONCORDIUS CAPITAL HOLDINGS

SOLE OWNER AND MANAGING MEMBER OF THE LLC

yes

06/2013

Jul 15, 2013

Jun 29, 2015

KERAMIDAS, MARK, RIDGWAY

CHIEF COMPLIANCE OFFICER

yes

12/2014

Feb 13, 2015

Jun 29, 2015

KRUEGER, KEITH, WILLIAM

MANAGING MEMBER

yes

12/2013

Aug 6, 2013

Jun 29, 2015

KRUEGER, KEITH, WILLIAM

CHAIRMAN, AND CHIEF EXECUTIVE OFFICER

yes

06/2013

Aug 6, 2013

Jun 29, 2015

WILDES, CLIFFORD, HARLAND

CHIEF OPERATING OFFICER AND OWNER

yes

06/2014

Feb 13, 2015

Jun 29, 2015

CONCERT GLOBAL GROUP, LTD OWNED BY THE FELIPE AND ELIZABETH LUNA FAMILY TRUST

Owner

06/2013

Sep 17, 2013

Jun 29, 2015

CONCORDIUS CAPITAL HOLDINGS, INC

FLORIDA CORPORATION

06/2013

Aug 6, 2013

Jun 29, 2015

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

STEWART CARLIN

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2014

Feb 13, 2015

$32.0M

$29.0M

n/a

2013

Feb 11, 2014

$129M

$108M

n/a

2012

Apr 17, 2013

$126M

n/a

2011

Mar 30, 2012

$125M

$108M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2014

$32.0M

$129M

-75.2%

$125M

-36.4%

n/a