# CONCORD ASSET MANAGEMENT, LLC

CONCORD ASSET MANAGEMENT, LLC of ABINGDON, VA is an SEC-registered investment adviser.

## Registration

- CRD: 310710
- Type: SEC-registered investment adviser
- SEC file number: 801-119737
- Location: 955 WEST MAIN STREET, ABINGDON, VA, 24210
- Phone: (276) 628-5910
- Latest filing: 2026-03-19
- Regulatory AUM: $639.4M
- Discretionary AUM: $639.4M
- Clients: 2
- Accounts: 1,653

## Business model

- Compensation: % of AUM, Fixed
- Clients served: High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Jonathan Wade Lopez | PRESIDENT | — |
| Jonathan Robert Weatherly | CHIEF COMPLIANCE OFFICER; CHIEF FINANCIAL OFFICER | — |
| Gary Neil Aiken | CHIEF INVESTMENT OFFICER | — |
| Jonathan David Manela | MANAGING MEMBER | — |
| LOPEZ JONATHAN WADE | PRESIDENT | — |
| WEATHERLY JONATHAN ROBERT | CHIEF COMPLIANCE OFFICER; CHIEF FINANCIAL OFFICER | — |
| MANELA JONATHAN DAVID | MANAGING MEMBER | — |
| AIKEN GARY NEIL | CHIEF INVESTMENT OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/310710/brochure
- Similar advisers: https://search.stillhousedata.com/firm/310710/similar
- Related entities: https://search.stillhousedata.com/firm/310710/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/310710

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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.