CRD: 281370
Concentio Capital Management, LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-19-2016
- Office Locations
- 1
Office Locations
About Concentio Capital Management, LLC
Concentio Capital Management is a Dallas-based investment advisory firm providing holistic portfolio management, retirement planning, and trust management for retail clients. The team uses a collaborative, research- and trading-oriented process with an explicit focus on reducing portfolio drawdowns. Portfolios commonly incorporate ETFs and U.S. government/agency fixed income, and the firm’s custody relationship includes Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 50.7% is discretionary and 49.3% is non-discretionary.
The profile lists 1 reported office location and 10 years in operation. The source data was last updated on March 28, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
CHRISTOPHER KEVIN HIGH
--
- CRD
- #2520499
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,328,588 | -- |
| Non-Discretionary | $2,264,862 | -- |
| Total | $4,593,450 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Concentio Capital Management, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.