CONCORDE CAPITAL CORPORATION

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DALLAS, Texas
CRD number
163527

Firm profile

FINTRX

Overview

Concorde Capital Corporation operates as a small, manager-led investment sponsor with a narrow operational focus. The firm functions primarily through pooled vehicles, acting in roles such as general partner and managing member rather than as a traditional advisory practice serving retail advisory clients. Its activity centers on private equity-style sponsorship and fund management, suggesting an emphasis on direct, pooled investments rather than discretionary public-market portfolios or scaled wealth-management relationships. The firm does not present itself as an active ESG investor and does not appear to run a multi-state retail advisory platform.

Assets & Accounts

Investments & Alternatives

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

Contacts

2 of 2
  • GREGORY WOOD

    Managing DirectorCRD 6387437

  • GARY WOOD

    Managing DirectorCRD 4339022

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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
8383 Preston Ctr Plz Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth