DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Accordant Investments LLC
Latest filing Mar 25, 2026
First filing on the tape Apr 24, 2023 · 10 filings
SEC status approved since Jun 20, 2023
RAUM
$186M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$93.2M
derived; firm RAUM over IAPD count
Employees
17
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
1
reported on Schedule D
History
10 filings and snapshots on the tape
RAUM$186M as of Mar 25, 2026
Mar 26, 2024$35.6M then
HNW client RAUM$0 as of Mar 25, 2026
Mar 26, 2024$0 then
State-registered IARs (5.B.3)0 as of Mar 25, 2026
Mar 26, 20240 then
Employees (5.A)17 as of Mar 25, 2026
Mar 26, 202412 then
Private funds1 as of Mar 25, 2026
Mar 26, 20241 then
RAUM +257% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Mar 25, 2026; every figure names its basis
- RAUM per advisor
- $93.2MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $93.2MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 8.5derivedItem 5.A over advisors
- Advisors per office
- 2.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +257%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehicles, portfolio management for investment companiesreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Investment companies$161M86%
- Pooled investment vehicles$25.6M14%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 2reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=6.0derived
Advisors registered through the firm
2 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Franklin David Crowder | Colleyville, Tx | Mar 27, 2024 | 26 y | 4 |
| Adam Scott Liebman | Scottsdale, Az | May 16, 2025 | 12 y | 2 |
Advisor movement
1 left, 0 joined in 12 months
net -1 in 12 months1 left in 90 days0 joined in 90 daysdeparture rate 50% of current headcount1 left over 36 months
Left, latest
- Blaise Grippa to Pgim Investments LLCAug 5, 2026 · Other
Joined, latest
- Adam Scott Liebman from Morgan StanleyMay 16, 2025 · Other
- Blaise Grippa from Idr Investment Management, LLCApr 9, 2024 · Other
- Franklin David Crowder from Voya Investment Management Co. LLCMar 27, 2024 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- L. Michelle Bowen · Chief Financial Officercontrolsince 08/2023 · owns less than 5%
- Puja Madan · Chief Compliance Officercontrolsince 04/2023 · owns less than 5%
- J Greg Stark · Chief Executive Officercontrolsince 04/2023 · owns less than 5%
- J Greg Stark · Sole Membercontrolsince 08/2023 · owns 75% or more of Prvwlth Management LLC
Entity owners
- Emphasis Capital LLC · Sole Ownerdirect · owns 75% or more
- Prvwlth Management LLC · Ownerindirect · owns F of Emphasis Capital LLC
Related persons
Schedule D 7.A
- Idr Investment Management, LLCinvestment advisernRAUM $10B
Advisers that list Accordant Investments LLC as a related person
- 286208 n
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Scottsdale, Az · principal | 2 | 0 | 0 | ||
| Hightstown, Nj | 0 | 0 | 1 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- RAUM up 50 %Change between filings · filing Mar 25, 2026RAUM (Item 5.F) moved from $52,160,999 to $186,422,766 (+257.0%) between the annual amendments of 2025-03-25 and 2026-03-25; the peer median change was +4.0% (1148 comparable advisers, 100.0th percentile of changes)peers: asset managers, $100M to $500M (1,148) · 100% percentile
What changed
consecutive filings, newest first
- Employees · 15 to 17Oct 9, 2025 to Mar 25, 2026
- Discretionary RAUM · $164M to $186MOct 9, 2025 to Mar 25, 2026
- Pooled vehicle RAUM · $13.2M to $25.6MOct 9, 2025 to Mar 25, 2026
- RAUM · $164M to $186MOct 9, 2025 to Mar 25, 2026
- Financial planning clients · 0 to 0May 16, 2025 to Oct 9, 2025
- Discretionary RAUM · $52.2M to $164MMay 16, 2025 to Oct 9, 2025
- Pooled vehicle RAUM · $13.6M to $13.2MMay 16, 2025 to Oct 9, 2025
- RAUM · $52.2M to $164MMay 16, 2025 to Oct 9, 2025
- BD registered reps · 4 to 6Mar 26, 2024 to Mar 25, 2025
- Employees · 12 to 15Mar 26, 2024 to Mar 25, 2025
- Discretionary RAUM · $35.6M to $52.2MMar 26, 2024 to Mar 25, 2025
- Pooled vehicle RAUM · $6.3M to $13.6MMar 26, 2024 to Mar 25, 2025
- RAUM · $35.6M to $52.2MMar 26, 2024 to Mar 25, 2025
- Accounts · 1 to 2Jan 26, 2024 to Mar 26, 2024
- Advisory activities · 1 to 2Jan 26, 2024 to Mar 26, 2024
- Pooled vehicle clients · unset to 1.0Jan 26, 2024 to Mar 26, 2024
- Employees · 10 to 12Jan 26, 2024 to Mar 26, 2024
- Discretionary RAUM · $30.0M to $35.6MJan 26, 2024 to Mar 26, 2024
- Pooled vehicle RAUM · $0 to $6.3MJan 26, 2024 to Mar 26, 2024
- RAUM · $30.0M to $35.6MJan 26, 2024 to Mar 26, 2024
- Private funds · unset to 1Sep 13, 2023 to Jan 26, 2024
- Accounts · unset to 1.0Aug 3, 2023 to Sep 13, 2023
- Advisory employees · 5 to 4Aug 3, 2023 to Sep 13, 2023
- Employees · 9 to 10Aug 3, 2023 to Sep 13, 2023
- Discretionary RAUM · unset to 30024945.0Aug 3, 2023 to Sep 13, 2023
- Non-discretionary RAUM · unset to 0.0Aug 3, 2023 to Sep 13, 2023
- RAUM · unset to 30024945.0Aug 3, 2023 to Sep 13, 2023
- Business name · ACCORDANT ADVISORS LLC to ACCORDANT INVESTMENTS LLCMay 19, 2023 to Aug 3, 2023
- Legal name · ACCORDANT ADVISORS LLC to ACCORDANT INVESTMENTS LLCMay 19, 2023 to Aug 3, 2023
Signals
5 dated events
- Blaise Grippa left Accordant Investments Llc for Pgim Investments Llc (registered 2026-08-12)Aug 5, 2026 · Advisor changed firm · fact
- Accordant Investments Llc reported RAUM $164.0M, up 214% from $52.2M (2025-05-16 to 2025-10-09)Oct 9, 2025 · RAUM change · derived
- Jeff Holland (President) no longer on Schedule A of Accordant Investments Llc (listed 2023-08-03, absent 2023-09-13)Sep 13, 2023 · Control person left · inference
- L. Michelle Bowen (Cfo) appeared on Schedule A of Accordant Investments LlcSep 13, 2023 · Control person joined · fact
- Accordant Advisors Llc filed its initial SEC registration (Form ADV)Apr 24, 2023 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/accordantinvestmentsreportedpublic record, Form ADV, Sep 17, 2026
- Website
- accordantinvestments.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 602-609-2193reportedpublic record, Form ADV, Mar 25, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- $93.2Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
Accordant Investments LLC is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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