$15B Concurrent Adds Former RayJay Team
Keaton & Sams Wealth Management has partnered with Concurrent Investment Advisors, LLC, a multi-custodial hybrid registered investment advisor, as the firm takes its next step toward full independence. Led by founding managing partners Bill Keaton and Alfred Sams, the team oversees more than $1.3 billion in client assets, bringing Concurrent’s total assets under management to over $15 billion.
Formerly affiliated with Raymond James & Associates, Keaton & Sams made the move to independence to gain access to a broader suite of investment solutions, technology, and open-architecture platforms—all while preserving its commitment to objective, client-first advice. The firm has selected Goldman Sachs Custody Solutions as its custodian partner.
“Concurrent was created to empower advisors like Bill and Alfred to build businesses on their own terms, with the resources and flexibility required to deliver at the highest level,” said Nate Lenz, CEO and co-founder of Concurrent. “Their focus on transparency and client service reflects exactly what we strive to foster across our network.”
A team of four professionals will transition alongside the firm’s founders, expanding Keaton & Sams’ capacity to provide comprehensive planning tools and investment strategies from its offices in Savannah and Sea Island, Georgia.
“Our guiding principle has always been to keep clients at the center of everything we do,” said Bill Keaton, Managing Partner of Keaton & Sams Wealth Management. “Partnering with Concurrent allows us to elevate the solutions and opportunities we can deliver—especially for families whose financial lives have grown more complex.”
The partnership marks another milestone in Concurrent’s ongoing expansion strategy, as the RIA continues to attract established advisory teams.