DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

ACCORDANT ADVISORY GROUP, INC.

CRD 117474

ANNAPOLIS, MD

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:935bbefb-6f1d-2f63-9331-24605bc055fa

Data as of Aug 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:43 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 3
On other graphs: 0
Observed: Mar 6, 2012 to Aug 26, 2026
28 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: independent wealth managerderivedprivate_client_share=0.93 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $278MItem 5.F on the latest filing (2026-08-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $219M
Private client RAUM: $259MderivedItem 5.D individuals plus high net worth individuals
Private client share: 93%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $139Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 471
Individual clients: 108
High net worth clients: 74
SEC number: 801-111762
CRD: 117474
Filings on the tape: 28
First filed: Mar 6, 2012
Latest filed: Aug 26, 2026
Organised: Corporation, VA
Website: planaccordingly.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DAVID RITCHIE MCKEE	Certified Financial Planner	ANNAPOLIS, MD	25	32	n/a	no
Samuel Edward McKee	n/a	ANNAPOLIS, MD	1	11	n/a	no

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
Burdette, Thomas, Edward	Shareholder	C	yes	10/2000	Mar 6, 2012	Jun 3, 2024
MCKEE, DAVID, RITCHIE	PRESIDENT, CHIEF COMPLIANCE OFFICER	D	yes	10/2000	Mar 6, 2012	Jun 3, 2024

Offices

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

City	State	Country	Employees	Also broker-dealer
Leesburg	Va	United States	1	yes

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; showing 11 of 12

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 13, 2026	$278M	$219M	3	2	0	n/a	n/a
2024	Feb 5, 2025	$208M	$160M	4	2	0	n/a	n/a
2023	Mar 11, 2024	$235M	$195M	3	2	1	n/a	n/a
2022	Mar 27, 2023	$204M	$178M	5	4	2	n/a	n/a
2021	Feb 11, 2022	$210M	$177M	5	5	2	n/a	n/a
2020	Mar 4, 2021	$167M	$139M	5	5	1	n/a	n/a
2019	Feb 19, 2020	$127M	$109M	6	5	1	n/a	n/a
2018	Mar 19, 2019	$102M	$94.1M	3	2	0	n/a	n/a
2017	Feb 22, 2018	$106M	$103M	4	4	0	n/a	n/a
2015	Feb 23, 2016	$88.4M	$86.2M	3	2	n/a	n/a	n/a
2011	Mar 6, 2012	$51.2M	$48.3M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	1

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
2025	$278M	$208M	33.4%	$204M	10.8%	3	4	0	0

Relationships

Registered with (4)

← Samuel Edward McKeeAdvisorregistration: current employment
Jun 7, 2025 to presentfactForm ADV
← DAVID RITCHIE MCKEEAdvisorregistration: current employment
Nov 20, 2000 to presentfactForm ADV
← Erin Michele SmithAdvisorregistration: previous registration
Jul 3, 2012 to Apr 1, 2024factForm ADV
← JOHN EUGENE ESTESAdvisorregistration: previous registration
Mar 30, 2005 to Jul 14, 2009factForm ADV

Controls (2)

← MCKEE, DAVID, RITCHIEOwnerPRESIDENT, CHIEF COMPLIANCE OFFICER, ownership code D, individual
Mar 6, 2012 to Jun 3, 2024factForm ADV
← Burdette, Thomas, EdwardOwnerSHAREHOLDER, ownership code C, individual
Mar 6, 2012 to Jun 3, 2024factForm ADV

Dated events

Occurred
Apr 1, 2024
Advisor changed firm
Erin Michele Smith left Accordant Advisory Group, Inc. for Raymond James Financial Services Advisors, Inc (registered 2024-04-01)
Form ADVobserved 4 days ago
Occurred
Feb 11, 2022
Control person left
Michael Joseph English (Shareholder) no longer on Schedule A of Accordant Advisory Group, Inc. (listed 2021-07-07, absent 2022-02-11)
Form ADVobserved 4 days ago
Occurred
Aug 28, 2017
First Form ADV filing
Accordant Advisory Group, Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:935bbefb-6f1d-2f63-9331-24605bc055fa
First observed: Mar 6, 2012
Last observed: Aug 26, 2026 24 days 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.

ACCORDANT ADVISORY GROUP, INC.

CRD 117474

ANNAPOLIS, MD

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:935bbefb-6f1d-2f63-9331-24605bc055fa

Data as of Aug 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:43 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DAVID RITCHIE MCKEE

Certified Financial Planner

ANNAPOLIS, MD

n/a

Samuel Edward McKee

n/a

ANNAPOLIS, MD

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Burdette, Thomas, Edward

Shareholder

yes

10/2000

Mar 6, 2012

Jun 3, 2024

MCKEE, DAVID, RITCHIE

PRESIDENT, CHIEF COMPLIANCE OFFICER

yes

10/2000

Mar 6, 2012

Jun 3, 2024

City

State

Country

Employees

Also broker-dealer

Leesburg

United States

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 13, 2026

$278M

$219M

n/a

2024

Feb 5, 2025

$208M

$160M

n/a

2023

Mar 11, 2024

$235M

$195M

n/a

2022

Mar 27, 2023

$204M

$178M

n/a

2021

Feb 11, 2022

$210M

$177M

n/a

2020

Mar 4, 2021

$167M

$139M

n/a

2019

Feb 19, 2020

$127M

$109M

n/a

2018

Mar 19, 2019

$102M

$94.1M

n/a

2017

Feb 22, 2018

$106M

$103M

n/a

2015

Feb 23, 2016

$88.4M

$86.2M

n/a

2011

Mar 6, 2012

$51.2M

$48.3M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$278M

$208M

33.4%

$204M

10.8%