CONCENTIO CAPITAL MANAGEMENT, LLC

CONCENTIO CAPITAL MANAGEMENT, LLC of DALLAS, TX is an SEC-registered investment adviser (CRD 281370). Regulatory assets under management: $4.6M.

Registration

• CRD: 281370
• Type: Registered investment adviser
• Location: 12900 PRESTON ROAD, SUITE 717, DALLAS, TX, 75230
• Phone: (972) 991-1000
• Latest filing: 2026-03-28
• Regulatory AUM: $4.6M
• Discretionary AUM: $2.3M
• Non-discretionary AUM: $2.3M
• Clients: 1
• Accounts: 15

Business model

Compensation: % of AUM, Performance.

Clients served: High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 281370 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search