Concho Transactions
Firm details
- Headquarters
- Spring, Texas
- CRD number
- 339157
- Registered since
- July 7, 2026
Firm profile
FINTRXOverview
Concho Transactions is organized as a limited liability company and is listed as an SEC-registered adviser as of 2026. Ownership is held by an individual rather than by a firm or institutional entity. FINTRX classifies the firm as unclassified and flags it as not being a capital allocator. The profile indicates Concho Transactions does not identify as an active ESG investor, is not a multi-state adviser, and is not characterized as a pension consultant or related adviser. There is very little public detail about the firm’s business lines, client focus, or advisory activities in the available record. Key items such as fee structure, target client segments, and stated investment preferences are not provided in the source data.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Charles Christofilis
Chief Compliance OfficerCRD 1518196
Contacts
2 of 2Taylor Dalby
Vice PresidentCRD 6691330

Heather Fitzgerald
FinOpCRD 4427665
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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