Concentio Capital Management, LLC
Firm details
- Headquarters
- Dallas, Texas
- CRD number
- 281370
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI77.9%
- Individuals22.1%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Concentio Capital Management, LLC is a small, privately owned limited liability company that provides portfolio management services to individuals and small businesses. The firm operates in a capacity that includes CPO/CTA activities, and it charges clients a percentage-of-assets fee structure with the potential for performance-based fees. It is owner-managed, does not market itself as an ESG investor or a multi-state adviser, and is not identified as a capital allocator or part of a related-adviser network.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Exchange Traded Equities45%
- US Government Bonds30%
- Cash & Cash Equivalents21%
- Non-Investment Grade Corp Bonds2%
- Public Funds/Mutual Funds2%
Contacts
1 of 1
Christopher High
Managing PartnerCRD 2520499
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Dallas, TX
Dallas
Location
Dallas, TX
Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Dallas
- Address
- 12900 Preston Rd
- Time zone
- CT (UTC-6)
- Office locations
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