Accord Capital Management, Ltd.

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Client assets under management

$32,000,000

Clients

12% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$380,952

About

Accord Capital Management, Ltd. provides discretionary portfolio management to individuals, high net worth individuals, families, and business entities, generally requiring a $50,000 account minimum (waivable). The firm reports approximately $40 million in discretionary assets under management and offers ongoing monitoring and rebalancing of customized and firm model portfolios.

The firm typically obtains discretionary authority to implement investment strategies consistent with a client’s objectives and may invest using firm-developed model allocations. Its stated methods of analysis include fundamental and technical approaches and, depending on suitability, the firm may employ a range of techniques from long-term and short-term purchases to more active strategies such as frequent trading, margin trading, short sales, and options transactions.

Compared with many peers of similar size, Accord discloses the use of advanced trading tools and block trading practices and participates in Charles Schwab Institutional’s advisor program, receiving institutional custodial and operational benefits. The brochure also highlights firm-level policies to combine household accounts for fee breakpoints and discloses specific conflicts related to margin use and IRA rollover recommendations, which are emphasized in its disclosures.

Client services

Portfolio management

Expertise

Options & derivatives strategies Active portfolio management

Fee options

Percentage

$0 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $2,000,000: 1.00% $2,000,001+: Negotiable

Other

Account minimum: $50,000

Main office location

Accord Capital Management, Ltd.

802 W Bannock St Suite 602

Boise ID 83702, United States

Number of offices

Most active in

Idaho

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 208 720 4320

Advisors at this firm

Mark G

Series 63, Series 66

Boise, ID

Accord Capital Management, Ltd.

Mark George is a financial advisor at Accord Capital Management, Ltd. in Boise, ID, holding Series 63 and Series 66 credentials with 12 years of industry experience. He has worked at Accord Capital Management since 2016 and has been associated with Capital Markets IQ, LLC since 2014. Accord Capital Management, Ltd. provides discretionary portfolio management services to individuals, high net worth clients, families, and business entities, typically requiring a $50,000 minimum account. The firm employs both fundamental and technical analysis and uses a variety of investment strategies, including advanced trading tools and block trading practices, to manage approximately $40 million in discretionary assets.

Options & derivatives strategies Active portfolio management

Matthew W

Series 65

Boise, ID

Accord Capital Management, Ltd.

Matthew Wideman is a financial advisor at Accord Capital Management, Ltd. He holds a Series 65 designation and has one year of industry experience. Prior to joining Accord Capital Management, he worked at Pacific Road Capital Management and has a background that includes roles at Boise State University and the U.S. Forest Service McCall Smokejumpers. Accord Capital Management provides discretionary portfolio management to individuals, high net worth clients, families, and business entities. The firm employs both fundamental and technical analysis and utilizes a range of investment strategies, including long-term and active trading approaches, supported by advanced trading tools and institutional resources.

Options & derivatives strategies Active portfolio management

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