Concho Transactions

Broker-DealerFINRA Member
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 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

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

    CEO and CCOCRD 1518196

Contacts

2 of 2
  • Heather Fitzgerald

    Heather Fitzgerald

    FinOpCRD 4427665

  • Taylor Dalby

    Taylor Dalby

    Vice PresidentCRD 6691330

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