On January 8, 2026, Concurrent Investment Advisors announced that it had completed a minority investment in each of Capital Ideas and Bearing Financial Advisors.
Concurrent Investment Advisors (“Concurrent”) announced, on January 8, 2026, that it had completed a minority investment in each of Capital Ideas and Bearing Financial Advisors (“Bearing”). Under the terms of the transactions, which closed in late 2025, Capital Ideas and Bearing will retain full independence and control. Further terms of the deals were not disclosed.
Concurrent, based in Tampa, Florida, is a registered investment advisor offering strategic capital, business consulting support, and operational resources to other registered investment advisors. Concurrent has approximately $30 billion in client assets under management and advisement.
Capital Ideas, based in Dallas, Texas, is a registered investment advisor offering investment management services.
Bearing, based in Austin, Texas, is a registered investment advisor offering financial planning, investment management, tax planning, and estate planning services.
Capital Ideas and Bearing have a combined $385 million in assets under management.
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