# Concentio Capital Management, LLC

> Concentio Capital Management, LLC is a state-registered investment advisory firm in Dallas, TX, registered since 2016, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 28, 2026.

- CRD: 281370
- Filed as: CONCENTIO CAPITAL MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Dallas, TX
- Filing period: October 2026
- Form ADV filing dated: March 28, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/281370
- AdvisorCensus page: https://advisorcensus.com/firm/concentio-capital-management-llc-dallas-tx-281370

## Quick answers

**How is Concentio Capital Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Concentio Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Concentio Capital Management, LLC located?**
Concentio Capital Management, LLC's principal office is in Dallas, TX, according to its Form ADV.

**Is Concentio Capital Management, LLC registered with the SEC or a state?**
Concentio Capital Management, LLC is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 281370.

**How much does Concentio Capital Management, LLC manage?**
Concentio Capital Management, LLC reports $4,593,450 in regulatory assets under management in its Form ADV filing dated March 28, 2026 (51% discretionary).

**Does Concentio Capital Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/281370

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $4,593,450
- Discretionary: $2,328,588
- Non-discretionary: $2,264,862

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $1,015,364 |
| High net worth individuals | Fewer than 5 | $3,578,086 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2016 (10 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- concentiocapital.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Concentio Capital Management, LLC (CRD 281370): Form ADV filing data as of October 2026.