Legacy Chief Financial Office, LLC
● SEC registered since 2026CRD 300873SEC# 801-135513Shenandoah, TX
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.
Legacy Chief Financial Office, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cameron Michael Capriotti Control | Owner And Cco | Over 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
| Address | 9002 Six Pines Dr., Suite 108, Shenandoah, TX 77380 |
| Phone | 832-510-9099 |
| Office hours | By Appointment Only |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$105.1MNo change
Feb '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 92%
Larger than 8% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$105.1Mregulatory AUM
Discretionary $101.7MNon-discretionary $3.3M