Robert Ferris
Financial advisor at Concurrent Investment Advisors, LLC · Madison, WI
Last updated 2026-10-10
Claim your profileRobert Ferris is a financial advisor at Concurrent Investment Advisors, LLC in Madison, WI, CRD 5770139. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2012-05-11.
Registration
- CRD number
- 5770139
- Registration status
- Active
- IAPD registration
- 2012-05-11
- Industry Experience
- 14 years
- Work Experience
- 19 years
- States registered
- WI
Licenses and exams
- Series 63
- Series 65
Work history
- 2006-12 to 2022-09 · Sorge Cpa & Business Advisors · Madison, WI
- 2013-06 to 2019-10 · Cabot Lodge Securities LLC · New York, NY
- 2019-10 to Present · Tota Vita Financial Associates · Madison, WI
- 2019-10 to 2026-09 · Spire Investments Partners · Mclean, VA
- 2026-09 to Present · Concurrent Investment Advisors, LLC · Madison, WI
Current employment
- Concurrent Investment Advisors, LLC · Tampa, FL
Concurrent Investment Advisors, LLC
- Regulatory AUM
- $15,727,990,844
- Registered advisors
- 349
- Offices
- 221
- Clients per advisor
- 38.0 (Low)
- Average AUM per client
- $1.2M (Low)
- High-net-worth client ratio
- 22.7% (Moderate)
Concurrent Investment Advisors, LLC: advisors, services and reported ETF investments
About
Robert Ferris is a financial advisor at Concurrent Investment Advisors, LLC in Madison, WI. Reported securities licenses include Series 63 and Series 65. The latest record indicates 14 years of industry experience and 19 years of reported work history.
Concurrent Investment Advisors, LLC's firm-level Form ADV reports 349 advisors across 221 offices; approximately 38.0 clients per advisor, average assets per client of $1,184,604, and regulatory AUM of $15.7B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, and Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Pension Consulting Services, and Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $6B across 743 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Robert Ferris personally.
Reported ETF positions
Concurrent Investment Advisors reports 743 ETF positions worth $6B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| VOO — Vanguard S&P 500 ETF | $373.4M |
| SPY — SPDR S&P 500 ETF TRUST | $175.5M |
| QQQ — Invesco QQQ Trust, Series 1 | $149.9M |
| IVV — iShares Core S&P 500 ETF | $149.6M |
| VTI — Vanguard Morningstar Total Stock Market ETF | $107.4M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Concurrent Investment Advisors's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $47.9M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $37.8M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | CORO — iShares International Country Rotation Active ETF | $7.6M | Top 99.8% | Residual alpha +5.96% · Residual Sharpe 0.24 |
| Diversification Benefits | NEAR — iShares Short Duration Bond Active ETF | $13M | Top 99.3% | Replicability (R²) 35.2% · Residual Sharpe 1.25 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Concurrent Investment Advisors, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pension Consulting Services
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Sells Non-Advisory Products or Services
- Other Investment Adviser (Incl. Financial
- Insurance Company or Agency
Location
4626 S Biltmore Ln, Madison, WI 53718
1 advisor at this office.
Contact
The firm's filed contact details.
- Phone: 813-709-8800
- Website: legacyprivatewealthholdings.com
Official record
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