Concinnus Financial, Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$30,500,000
Total clients
158
5% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
79
Average account size
$193,038
About
Concinnus Financial provides discretionary investment management and financial planning primarily to individual and high-net-worth clients, and also offers retirement-plan consulting and participant education. The firm delivers tailored investment policies and written or electronic financial plans, and charges advisory and hourly planning fees as described in its brochure.
The firm combines fundamental, technical, cyclical and charting analysis to construct client-specific asset allocations and manages accounts on a discretionary basis, typically recommending Interactive Brokers as custodian and using block trading when appropriate. Clients receive regular quarterly reviews and written reports, and the firm integrates its internal research and published commentary into its portfolio decisions.
Noteworthy for a firm of its size, Concinnus operates an in-house tax preparation and accounting practice alongside advisory services, allowing it to provide coordinated tax planning and tax-preparation support. The firm’s investment research is supplemented by a principal’s outside publishing activity — the principal is a 50% owner of Chip Stock Investor LLC and spends about 10% of his time producing market and stock commentary (distributed via Discord), material the firm uses in making investment decisions.
Client services
Expertise
Occupation focus
Fee options
$1 - $500,000: 1.00% $500,001+: 0.75%
$200.00 per hour for Financial Planning and Retirement Plan Participant services
Main office location
Concinnus Financial, Inc
Post Falls ID, United States
Number of offices
1
Most active in
Arizona · Idaho · Texas · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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