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Earl Hudgens

Concurrent Investment Advisors, LLC
47 Years of Experience
Hot Springs, AR
1 Disclosure
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Earl Hudgens is a registered investment advisor at Concurrent Investment Advisors, LLC, based in Hot Springs, AR, with 47 years of industry experience. Earl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 13,277 clients with $16B in assets under management.

Concurrent Investment Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
286 advisors
Number of Clients
13,277 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$15.7B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1.0M - $2.0M1.70%
$2.0M - $3.0M1.60%
$3.0M - $5.0M1.50%
$5.0M - $7.5M1.40%
$7.5M - $10.0M1.30%
$10M+1.00%

Fees are incremental and negotiable. Clients also incur a custody, platform, and administration fee typically equal to 0.05% annually.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4332 Central Ave, Suite A, Hot Springs, AR, 71913

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History

Regulatory History (1)
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Employment Separation After Allegations
June 2026
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Earl is a co-owner of H2 LLC, a real estate holding company, since 2007, and spends minimal time on it. He is also an executor/co-executor for estate administration since 2020, also spending minimal time.

Employment History
Current Registrations
Concurrent Investment Advisors, LLC
July 2026 - Present · 3 mos
Previous Registrations
Morgan Stanley
June 2009 - July 2026 · 17 yrs 1 mo
Morgan StanleyBroker
June 2009 - July 2026 · 17 yrs 1 mo
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
May 1995 - April 2007 · 11 yrs 11 mos
Morgan Stanley Dw INC.Broker
January 1995 - April 2007 · 12 yrs 3 mos
Prudential Securities IncorporatedBroker
August 1984 - August 1994 · 10 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 1981 - September 1984 · 3 yrs 8 mos
T. J. Raney & Sons, INC.Broker
January 1979 - February 1981 · 2 yrs 1 mo
State Registrations2 states
ARTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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