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 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
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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