# CONCORDE FINANCIAL RESOURCES I INC.

CONCORDE FINANCIAL RESOURCES I INC. of YORK, SC is an SEC-registered investment adviser.

## Registration

- CRD: 117836
- Type: SEC-registered investment adviser
- SEC file number: 801-113094
- Location: 12B N. CONGRESS STREET, YORK, SC, 29745
- Phone: 336-838-4100
- Latest filing: 2026-07-30
- Regulatory AUM: $231.0M
- Discretionary AUM: $226.1M
- Non-discretionary AUM: $4.8M
- Clients: 2
- Accounts: 532

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Corporations

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Jessica Marie Trunck | CHIEF COMPLIANCE OFFICER | — |
| Mary Catherine Ferguson | PRESIDENT | — |
| FAW JAMES CLAYTON | MANAGING MEMBER; MEMBER / MANAGER; MEMBER / MANAGER/CHIEF COMPLIANCE OFFICER (+1 more) | — |
| SANDERS WADE EARL | MANAGING MEMBER; MEMBER / MANAGER; MEMBER / MANAGER/CHIEF COMPLIANCE OFFICER (+1 more) | — |
| TRUNCK JESSICA MARIE | CHIEF COMPLIANCE OFFICER | — |
| FERGUSON MARY CATHERINE | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER; PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/117836/brochure
- Similar advisers: https://search.stillhousedata.com/firm/117836/similar
- Related entities: https://search.stillhousedata.com/firm/117836/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/117836

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.