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 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

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

    Chief Compliance OfficerCRD 1518196

Contacts

2 of 2
  • Taylor Dalby

    Taylor Dalby

    Vice PresidentCRD 6691330

  • Heather Fitzgerald

    Heather Fitzgerald

    FinOpCRD 4427665

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