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 with individual ownership. Public filings captured by FINTRX provide almost no detail on the firm’s investment approach, client types, fee schedules, or advisory activities. The firm is identified as “unclassified” within the dataset and is not listed as a capital allocator or an active ESG investor. FINTRX also flags it as not a multi-state adviser, not newly formed, not a pension consultant and not a related adviser. The sparse disclosure makes it difficult to characterize Concho Transactions as an operating wealth manager versus a private vehicle or dormant entity. There are no investment mandates, strategy descriptions, or personnel details available through the source record to indicate how the firm sources managers, constructs portfolios, or serves clients.
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
CEO and CCOCRD 1518196
Contacts
2 of 2
Heather Fitzgerald
FinOpCRD 4427665
Taylor Dalby
Vice PresidentCRD 6691330
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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