C
$4.6M Total AUM
$2.3M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-19-2016
- Office Locations
- 1
Office Locations
12900 Preston Road Suite 717 Dallas TX
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.
Team overview
52 AVG AGE
$4.6M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
10.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
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Accredited Investors
Glacier quantum
Asset Classes
Catalyst Peak
Investment Themes
Beacon atlas Vertex zenith
Investment Vehicles
North
Services
Beacon radial Wave Vector signal Vertex beacon Alpha
Owner & Executives
CHRISTOPHER KEVIN HIGH
--
- CRD
- #2520499
- Ownership
- 75% or more
(660) 346-4038
fusion.delta@valuecapital.com
in linkedin.com/in/capital-meridian
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Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: $4,593,450
Equity - Exchange:
23.8% U.S. Government/Agency:
34.3% Cash:
16.3% Corporate - Non-Investment Grade:
13.4% Public Funds:
12.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $662,241,434 | 23.8% |
| U.S. Government/Agency | $954,406,772 | 34.3% |
| Cash | $453,551,906 | 16.3% |
| Corporate - Non-Investment Grade | $372,858,622 | 13.4% |
| Public Funds | $339,468,299 | 12.2% |
| Total | $2,782,527,033 | 100.0% |