DFX Intelligence

Data Factory

RIA / WealthAdvisor34 years in industry

RANDALL WAYNE FOWLER

Advisor at CONCURRENT INVESTMENT ADVISORS, LLC

Edmond, OK | TAMPA, 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:56d5225d-b87a-b784-a633-db4aea4c8c51

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 2
On other graphs: 0
Observed: Apr 6, 2000 to Sep 14, 2026

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

Current firm: CONCURRENT INVESTMENT ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 24, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 8
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Jun 24, 1992
First registration: Apr 6, 2000
Dual registered: no
Other names: RANDY FOWLER|Randy Wa Fowler
IAPD individual key: 2236061

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CONCURRENT INVESTMENT ADVISORS, LLC	Independent wealth	Mar 2, 2026	n/a	yes	Edmond, OK\|TAMPA, FL	Current employment
TITLEIST ASSET MANAGEMENT, LLC	Independent wealth	Apr 17, 2023	Jul 24, 2026	no	EDMUND, OK\|SAN ANTONIO, TX	Previous registration
TITLEIST CAPITAL, LLC	Former SEC adviser	Oct 1, 2021	Aug 8, 2023	no	Edmond, OK\|SAN ANTONIO, TX\|SAN ANTONIO, TX	Previous registration
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Nov 8, 2018	Jul 17, 2020	no	Edmond, OK	Previous registration
RADEMACHER FINANCIAL, INC.	Independent wealth	Nov 8, 2018	Oct 1, 2021	no	EDMOND, OK\|LAWRENCE, KS	Previous registration
ON INVESTMENT MANAGEMENT CO	Bd affiliated wealth	Jan 9, 2013	Nov 21, 2018	no	EDMOND, OK\|CINCINNATI, OH	Previous registration
FOWLER, HART & ASSOCIATES, L.L.C.	n/a	Apr 10, 2006	Mar 22, 2012	no	EDMOND, OK	Previous registration
THE AMERICA GROUP FINANCIAL ADVISORY SERVICES, LLC	n/a	Nov 10, 2004	Dec 31, 2012	no	ST. LOUIS, MO	Previous registration
VERAVEST INVESTMENT ADVISORS, INC.	n/a	Apr 6, 2000	Dec 18, 2003	no	EDMOND, OK	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
TITLEIST ASSET MANAGEMENT, LLC	CONCURRENT INVESTMENT ADVISORS, LLC	Jul 24, 2026	Mar 2, 2026	-144	Firm change after gap	RIA to RIA
TITLEIST CAPITAL, LLC	TITLEIST ASSET MANAGEMENT, LLC	Aug 8, 2023	Apr 17, 2023	-113	Firm change after gap	Other
RADEMACHER FINANCIAL, INC.	TITLEIST CAPITAL, LLC	Oct 1, 2021	Oct 1, 2021	0	Firm change	RIA to RIA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	RADEMACHER FINANCIAL, INC.	Jul 17, 2020	Nov 8, 2018	-617	Firm change after gap	Ibd to RIA
ON INVESTMENT MANAGEMENT CO	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Nov 21, 2018	Nov 8, 2018	-13	Firm change	Ibd to ibd
THE AMERICA GROUP FINANCIAL ADVISORY SERVICES, LLC	FOWLER, HART & ASSOCIATES, L.L.C.	Dec 31, 2012	Apr 10, 2006	-2,457	Firm change after gap	Other
FOWLER, HART & ASSOCIATES, L.L.C.	ON INVESTMENT MANAGEMENT CO	Mar 22, 2012	Jan 9, 2013	293	Firm change	Other
VERAVEST INVESTMENT ADVISORS, INC.	THE AMERICA GROUP FINANCIAL ADVISORY SERVICES, LLC	Dec 18, 2003	Nov 10, 2004	328	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
126136:323567:TX:2023-08-08	Aug 8, 2023	Apr 17, 2023	SAN ANTONIO, TX	Firm change after gap

Relationships

Registered with (9)

→ CONCURRENT INVESTMENT ADVISORS, LLCRegistered adviserregistration: current employment
Mar 2, 2026 to presentfactForm ADV
→ TITLEIST ASSET MANAGEMENT, LLCRegistered adviserregistration: previous registration
Apr 17, 2023 to Jul 24, 2026factForm ADV
→ TITLEIST CAPITAL, LLCRegistered adviserregistration: previous registration
Oct 1, 2021 to Aug 8, 2023factForm ADV
→ RADEMACHER FINANCIAL, INC.Registered adviserregistration: previous registration
Nov 8, 2018 to Oct 1, 2021factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Nov 8, 2018 to Jul 17, 2020factForm ADV
→ ON INVESTMENT MANAGEMENT CORegistered adviserregistration: previous registration
Jan 9, 2013 to Nov 21, 2018factForm ADV
→ THE AMERICA GROUP FINANCIAL ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Nov 10, 2004 to Dec 31, 2012factForm ADV
→ FOWLER, HART & ASSOCIATES, L.L.C.Registered adviserregistration: previous registration
Apr 10, 2006 to Mar 22, 2012factForm ADV
→ VERAVEST INVESTMENT ADVISORS, INC.Registered adviserregistration: previous registration
Apr 6, 2000 to Dec 18, 2003factForm ADV

Dated events

Occurred
Jul 24, 2026
Advisor changed firm
Randall Wayne Fowler left Titleist Asset Management, Llc for Concurrent Investment Advisors, Llc (registered 2026-03-02)
Form ADVobserved 5 days ago
Occurred
Aug 8, 2023
Advisor changed firm
Randall Wayne Fowler left Titleist Capital, Llc for Titleist Asset Management, Llc (registered 2023-04-17)
Form ADVobserved 5 days ago