Legacy Chief Financial Office, LLC
Legacy Chief Financial Office, LLC is an SEC-registered ria in Shenandoah, TX with $105.1M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Legacy Chief Financial Office, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 300873, SEC 801-135513, data through 2026-04-08.
- AUM (assets under management / regulatory AUM)
- $105.1M (2026-04-08)
- Firm type
- Ria
- Location
- Shenandoah, TX
- Employees
- 3
- Clients
- 72
- CRD
- 300873
- Ownership
- Capriotti, Cameron, Michael
How much AUM does Legacy Chief Financial Office, LLC have?
Legacy Chief Financial Office, LLC reported $105.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-08).
Who owns Legacy Chief Financial Office, LLC?
Disclosed owners and executives of Legacy Chief Financial Office, LLC include Capriotti, Cameron, Michael. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.