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Christopher Kevin High

CONCENTIO CAPITAL MANAGEMENT

Dallas, TX

·CRD# 2520499·32 years experience

Professional Summary

Christopher Kevin High, who also goes by Chris High, is a registered financial advisor currently at CONCENTIO CAPITAL MANAGEMENT, LLC located in Dallas, Texas. Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Christopher has worked at 10 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Chris High

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

Email

xxxxx@xxxx.xxx

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

32 years in the financial services industry

Current & Past Employments

CONCENTIO CAPITAL MANAGEMENT, LLC·CRD# 281370

RIA

12900 Preston Road Suite 717, Dallas, TX 75230

February 19, 2016 - Present

PURSHE KAPLAN STERLING INVESTMENTS·CRD# 35747

BD

Dallas, TX

March 5, 2014 - September 25, 2015

AWM SERVICES, LLC·CRD# 6439

BD

Houston, TX

October 31, 2008 - December 31, 2008

FORTITUDE ADVISORY GROUP L.L.C.·CRD# 116083

RIA

Dallas, TX

October 13, 2005 - October 5, 2021

ARGENTUS SECURITIES, LLC·CRD# 45915

BD

Dallas, TX

January 28, 2004 - March 11, 2014

CITIGROUP GLOBAL MARKETS INC.·CRD# 7059

RIA

Plano, TX

July 8, 2002 - February 5, 2004

CITIGROUP GLOBAL MARKETS INC.·CRD# 7059

BD

New York, NY

July 8, 2002 - February 5, 2004

DEUTSCHE BANK SECURITIES INC.·CRD# 2525

BD

New York, NY

January 13, 2001 - July 11, 2002

DB ALEX. BROWN LLC·CRD# 17790

BD

Baltimore, MD

June 29, 2000 - January 13, 2001

DB ALEX. BROWN LLC·CRD# 17790

BD

Baltimore, MD

September 1, 1997 - January 27, 2000

ALEX. BROWN & SONS INCORPORATED·CRD# 20

BD

July 1, 1996 - September 1, 1997

AMERIPRISE ADVISOR SERVICES, INC.·CRD# 5979

BD

Detroit, MI

October 5, 1994 - July 9, 1996

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Current Firm

CC

CONCENTIO CAPITAL MANAGEMENT, LLC

CONCENTIO CAPITAL MANAGEMENT, LLC

CRD#: 281370

California

Registered Investment Advisory firm - California (12/31/2024 Terminated)

Texas

Registered Investment Advisory firm - Texas (2/19/2016 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

12900 Preston Road, Suite 717, Dallas, TX 75230

Phone Number

(972) 991-1000

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

15

AUM (Assets Under Management)

$4,593,450

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1)LIFE AND HEALTH INSURANCE INDEPENDENT AGENT REPRESENTING VARIOUS CARRIERS SINCE 02/2001; COMPENSATED VIA COMMISSIONS. LESS THAN TWO HOURS PER WEEK; NONE DURING SECURITIES TRADING HOURS. 2) CHRISTOPHER HIGH, DALLAS, TX PREPARES AND SELLS RESEARCH SUBSCRIPTIONS FOR OIL AND GAS PRICE TREND ANALYSIS THROUGH CONCENTIO CAPITAL MANAGEMENT, INC. THIS ACTIVITY IS NOT INVESTMENT-RELATED AND MR. HIGH HAS BEEN ENGAGED IN THIS ACTIVITY SINCE 01/2015. HE SPENDS APPROXIMATELY 20 HOURS PER MONTH ON THIS ACTIVITY, 10 OF WHICH OCCUR DURING SECURITIES TRADING HOURS.

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Robert Lee Hrnicek

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

IAR

Texas
(2/19/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Dec 1996About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Oct 1994About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Sep 2015About the SIE exam

Series 7 — General Securities Representative Examination

Passed Oct 1994About the Series 7 exam

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Robert Lee Hrnicek

Robert Lee Hrnicek

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CRS (Client Relationship Summary) - RIA

Click below to view Christopher Kevin High's CRS (Customer Relationship Summary).

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Robert Lee Hrnicek

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CH

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