Cameron M. Capriotti
LEGACY CHIEF FINANCIAL OFFICE
The Woodlands, TX
CRD#: 6671030
Some features on this profile are disabled
Cameron Michael CapriottiLEGACY CHIEF FINANCIAL OFFICE
Professional summary
Cameron Michael Capriotti, CFP® is a registered financial advisor currently at LEGACY CHIEF FINANCIAL OFFICE, LLC located in The Woodlands, Texas.
Cameron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Cameron has worked at 2 firms and has passed the Series 65 exam.
Core Areas of Focus
AUM
Business Owners
Charitable Giving
College/Education Planning
Corporate Executives
Investment Advice with Ongoing Management
Biography
Cameron Capriotti graduated with honors from the Mays School of Business at Texas A&M University with a BBA in Accounting and a Master of Science in Finance. His path of client service began at KPMG and was furthered through his experience in Houston’s oil and gas industry. After this period, Cameron found his true calling as a Wealth Advisor at a boutique firm in The Woodlands, Texas, where he served over 130 individual investors and families with a client retention rate of 98%.
As a CPA and CFP® Professional, Cameron can engage his clients deeply and offer a personalized plan and high level of service that generates tangible results in his clients’ lives. The fulfillment he has experienced through this work has led to the creation of Legacy Chief Financial Office, where Cameron can focus his efforts on providing the quality of client service, he is so passionate about.
Outside of work, Cameron enjoys hunting, exercising, Texas A&M football, traveling and spending time with family and friends. A lifelong resident of the North Houston area, Cameron and his wife reside in The Woodlands and are active members at Church Project North County.
Question & Answer
What are your service offerings?
Retirement Income Management
Employee and Employer Plan Ben...
Investment Planning
Insurance Planning
Comprehensive Financial Planni...
Education Planning
Tax Planning
Estate Planning
Retirement Planning
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Cameron Michael Capriotti's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2019
Experience
Current
April 2, 2019 - Present
LEGACY CHIEF FINANCIAL OFFICE, LLC
RIA
CRD#: 300873
The Woodlands, TX
Past
June 27, 2016 - March 18, 2019
HFG WEALTH MANAGEMENT, LLC
RIA
CRD#: 148406
THE WOODLANDS, TX
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.Highlighted states indicate IAR registrations
IAR
Texas(4/2/2019)
Current Firm
LEGACY CHIEF FINANCIAL OFFICE, LLC
LEGACY CHIEF FINANCIAL OFFICE, LLC
CRD#: 300873 / SEC#: 801-135513
Texas
Registered Investment Advisory firm - (4/2/2019 Approved)Loading...
Contact information
Main Address
9002 Six Pines Dr. Suite 108, Shenandoah, TX 77380
Mailing Address
Phone number
(832) 510-9099
Established
Firm type
Fiscal year end
# of Employees
3
Documents
Regulatory assets under management
| Total Number of Accounts | 336 |
| AUM (Assets Under Management) | $ 105,079,723 |
Red Flags
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.
