# CONCORD INVESTMENT COUNSEL

CONCORD INVESTMENT COUNSEL of IRVINE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 107901
- Type: SEC-registered investment adviser
- SEC file number: 801-39752
- Location: 9259 RESEARCH DRIVE, IRVINE, CA, 92618
- Phone: 949-852-4100
- Latest filing: 2026-07-21
- Regulatory AUM: $397.9M
- Discretionary AUM: $377.7M
- Non-discretionary AUM: $20.1M
- Clients: 4
- Accounts: 456

## Business model

- Compensation: % of AUM, Performance
- Clients served: High net worth

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| PLETCHER MITCHELL ANTHONY | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| Mitchell Anthony Pletcher | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/107901/brochure
- Similar advisers: https://search.stillhousedata.com/firm/107901/similar
- Related entities: https://search.stillhousedata.com/firm/107901/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/107901

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.