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Legacy Chief Financial Office, LLC

● SEC registered since 2026CRD 300873SEC# 801-135513Shenandoah, TX
Export (members)
Reg. AUM
$105.1M
Employees
3
Accounts
336
Location
Shenandoah, TX

Legacy Chief Financial Office, LLC assets under management

Legacy Chief Financial Office, LLC is an investment advisory firm registered with the SEC based in Shenandoah, TX. The firm has been registered since 2026. It reports $105.1 million in regulatory assets under management and employs 3 people.
www.legacycfo.comView on SEC.gov ↗

Legacy Chief Financial Office, LLC owners & executives

1 reported
NameTitleOwnershipSince
Cameron Michael Capriotti ControlOwner And CcoOver 75%2019

Frequently asked questions

How much does Legacy Chief Financial Office, LLC manage?

Legacy Chief Financial Office, LLC reports $105.1 million in regulatory assets under management on its Form ADV.

How many employees does Legacy Chief Financial Office, LLC have?

Legacy Chief Financial Office, LLC reports 3 employees.

Where is Legacy Chief Financial Office, LLC located?

Legacy Chief Financial Office, LLC is based in Shenandoah, TX and has been SEC-registered since 2026.

Does Legacy Chief Financial Office, LLC disclose fund performance?

Legacy Chief Financial Office, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address9002 Six Pines Dr., Suite 108, Shenandoah, TX 77380
Phone832-510-9099
Office hoursBy Appointment Only
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$101.7M
Non-discretionary$3.3M
Total (RAUM)$105.1M