AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
AC

Ambyr Dnae Capps

EAGLE STRATEGIES
FORT WORTH, TX
·CRD# 7724009·3 years experience

Professional Summary

Ambyr Dnae Capps, who also goes by Ambyr Dnae Gilman, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Fort Worth, Texas and NYLIFE SECURITIES LLC located in Fort Worth, Texas. Ambyr is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Ambyr has worked at 2 firms and has passed the Series 66, Series 63, Series 7TO, Series 6TO and SIE...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Ambyr Dnae Gilman

Blog Corner

Similar Advisors

Robert Wesley Shannon
Robert Wesley Shannon

BRAZOS WEALTH ADVISORS LLC

FORT WORTH, TX · CRD#
View profile
Sean Ryan Leonard
Sean Ryan Leonard

LPL FINANCIAL LLC

HURST, TX · CRD#
GRAPEVINE, TX · CRD#
FT WORTH, TX · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Robert Wesley Shannon
Robert Wesley Shannon

BRAZOS WEALTH ADVISORS LLC

FORT WORTH, TX · CRD#
Sean Ryan Leonard
Sean Ryan Leonard

LPL FINANCIAL LLC

HURST, TX · CRD#
GRAPEVINE, TX · CRD#
FT WORTH, TX · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Robert Wesley Shannon
Robert Wesley Shannon

BRAZOS WEALTH ADVISORS LLC

FORT WORTH, TX · CRD#
Sean Ryan Leonard
Sean Ryan Leonard

LPL FINANCIAL LLC

HURST, TX · CRD#
GRAPEVINE, TX · CRD#
FT WORTH, TX · CRD#

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.

Similar Advisors

Robert Wesley Shannon
Robert Wesley Shannon

BRAZOS WEALTH ADVISORS LLC

FORT WORTH, TX · CRD#
Sean Ryan Leonard
Sean Ryan Leonard

LPL FINANCIAL LLC

HURST, TX · CRD#
GRAPEVINE, TX · CRD#
FT WORTH, TX · CRD#

Years of Experience

3 years in the financial services industry

Current & Past Employments

EAGLE STRATEGIES LLC·CRD# 110826
RIA
777 Main Street Suite 3800, Fort Worth, TX 76102-5337
July 1, 2024 - Present
NYLIFE SECURITIES LLC·CRD# 5167
BD
777 Main Street Suite 3800, Fort Worth, TX 76102-5337
July 5, 2023 - Present

Similar Advisors

Robert Wesley Shannon
Robert Wesley Shannon

BRAZOS WEALTH ADVISORS LLC

FORT WORTH, TX · CRD#
Sean Ryan Leonard
Sean Ryan Leonard

LPL FINANCIAL LLC

HURST, TX · CRD#
GRAPEVINE, TX · CRD#
FT WORTH, TX · CRD#

Current Firm

ES
EAGLE STRATEGIES LLC

EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC

CRD#: 110826 / SEC#: 801-32987
RIA
Registered Investment Advisory firm - SEC (10/14/1988 Approved)

Contact Information

Main Address

51 Madison Avenue 12th Floor, New York, NY 10010

Mailing Address

51 Madison Avenue Floor 3b, Room 0304, New York, NY 10010

Phone Number

(888) 695-3245

# of Employees

3,190

SEC notice filing (51 States and Territories)

Registered to provide investment advisory services in 51 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

APPENDIX 1 DISCLOSURE BROCHURE (7/31/2026)

Regulatory Assets Under Management

Total Number of Accounts

133,900

AUM (Assets Under Management)

$32,040,850,438

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
04/27/2026Cover PageReport
01/24/2025Cover PageReport
04/25/2024Cover PageReport
12/20/2023Cover PageReport

Similar Advisors

Robert Wesley Shannon
Robert Wesley Shannon

BRAZOS WEALTH ADVISORS LLC

FORT WORTH, TX · CRD#
Sean Ryan Leonard
Sean Ryan Leonard

LPL FINANCIAL LLC

HURST, TX · CRD#
GRAPEVINE, TX · CRD#
FT WORTH, TX · CRD#

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.

[Health Management Group; I will perform occupational therapy on a PRN, or "as needed", status in order to maintain an active occupational therapy license as required by the Texas board of occupational therapy examiners.; 3033 W Green Oaks Blvd., Arlington, Tx 76016; Start Date 09/2023; Role/Title: Employee; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours; Occupational therapist provided therapy and rehabilitation services.] [CRG Therapy Group; I will perform occupational therapy on a PRN, or only on "as needed" basis, in order to maintain an active occupational therapy license as required by the Texas board of occupational therapy examiners.; 1950 S Las Vegas Trail, White Settlement, TX 76108; Start Date 07/2024; Role/Title: Employee; Not Investment Related; 10 hours per month; 5 hours per month during securities trading hours; Occupational therapist provided therapy and rehabilitation services.][DFW Network of Women; A networking group for women.; Not applicable.; Start Date 11/2023; Role/Title: Admin (1 of 4); Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours; introduce women to network]

Similar Advisors

Robert Wesley Shannon
Robert Wesley Shannon

BRAZOS WEALTH ADVISORS LLC

FORT WORTH, TX · CRD#
Sean Ryan Leonard
Sean Ryan Leonard

LPL FINANCIAL LLC

HURST, TX · CRD#
GRAPEVINE, TX · CRD#
FT WORTH, TX · CRD#

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
ES
EAGLE STRATEGIES LLC

EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC

CRD#: 110826 / SEC#: 801-32987
RIA
Registered Investment Advisory firm - SEC (10/14/1988 Approved)

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
North Carolina
(4/10/2026)
RR
Texas
(7/22/2023)
IAR
Texas
(7/1/2024)

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.Note:This rule does not apply to broker-dealer activity.

Exams

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

Series 66 — Uniform Combined State Law Examination

Passed Jun 2024About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jul 2023About the Series 63 exam

Series 7TO — General Securities Representative Examination

Passed Apr 2024About the Series 7TO exam

Series 6TO — Investment Company Products/Variable Contracts Representative Examination

Passed Jul 2023About the Series 6TO exam

SIE — Securities Industry Essentials Examination

Passed Jun 2023About the SIE exam
FINRA
SRO Registrations

Similar Advisors

Robert Wesley Shannon
Robert Wesley Shannon

BRAZOS WEALTH ADVISORS LLC

FORT WORTH, TX · CRD#
Sean Ryan Leonard
Sean Ryan Leonard

LPL FINANCIAL LLC

HURST, TX · CRD#
GRAPEVINE, TX · CRD#
FT WORTH, TX · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Ambyr Dnae Capps's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

Robert Wesley Shannon
Robert Wesley Shannon

BRAZOS WEALTH ADVISORS LLC

FORT WORTH, TX · CRD#
Sean Ryan Leonard
Sean Ryan Leonard

LPL FINANCIAL LLC

HURST, TX · CRD#
GRAPEVINE, TX · CRD#
FT WORTH, TX · CRD#
AC
Follow Ambyr
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required