Accordant Advisory Group Inc.
Accordant Advisory Group Inc is an investment adviser headquartered in Annapolis, Maryland. The firm was incorporated in Virginia and primarily serves individuals (including high net worth), pension and profit sharing plans, and charitable organizations. With an employee count ranging between 3 and 4, the firm manages over $235 million in assets across discretionary and non-discretionary accounts. Accordant is not a broker/dealer and operates independently, serving mainly United States clients.
Investment Strategy
Accordant Advisory Group Inc focuses on investment advisory services for individual investors, high net worth clients, pension and profit sharing plans, and charitable organizations. The majority of client assets are managed on a discretionary basis, with diversified holdings that include sector ETFs, equities (such as Johnson & Johnson and Williams Companies), and commodities funds. Their approach emphasizes personalized portfolio management geared toward long-term wealth preservation and growth.
Top Holdings
Equity Positions (157)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
F FPI | FARMLAND PARTNERS INC | 8.63% | $12.7M | 1,166,018 | $10.96 | $10.88 | -$492.9K |
P PHYS | SPROTT PHYSICAL GOLD TRUST | 7.55% | $11.1M | 374,518 | $19.58 | $29.62 | +$1.7M |
O OUNZ | VANECK MERK GOLD TRUST | 7.44% | $10.9M | 293,854 | $24.11 | $37.19 | +$1.7M |
U UROY | URANIUM ROYALTY CORP | 7.17% | $10.5M | 2,450,607 | $1.85 | $4.30 | +$4.4M |
C COWZ | PACER US CASH COWS 100 ETF | 6.40% | $9.4M | 163,640 | $57.58 | $57.47 | +$303.8K |