Concho Transactions

Broker-DealerFINRA MemberEst. 2026
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Spring, Texas
CRD number
339157
Registered since
July 7, 2026

Firm profile

FINTRX

Overview

Concho Transactions is organized as a limited liability company and appears as a newly registered SEC adviser in 2026. The firm is owned by an individual and is listed with an “unclassified” business classification in the available records. The firm does not identify itself as a capital allocator and is not marked as an active ESG investor. It is not flagged as a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser in the provided snapshot of attributes. No advisory activities, fee arrangements, client segments, or specific business lines were supplied in the source data.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Charles Christofilis

    Charles Christofilis

    CEO and CCOCRD 1518196

Contacts

2 of 2
  • Heather Fitzgerald

    Heather Fitzgerald

    FinOpCRD 4427665

  • Taylor Dalby

    Taylor Dalby

    Vice PresidentCRD 6691330

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Spring, TX

Montgomery

Location

Spring, TX

Headquartered in Spring, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
Montgomery
Address
30 Umbria Ln
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth