Cameron Capriotti has been Owner and CCO of Legacy Chief Financial Office since February 2019, is a control person of the firm and directly owns 75% or more of it. Cameron Capriotti holds a BBA in Accounting from Mays School of Business, Texas A&M University and a Master of Science in Finance from Mays School of Business, Texas A&M University.
Legacy Chief Financial Office, LLC is a Shenandoah, TX firm with $105M under management, 72 clients and 1 adviser across 2 offices, as of its April 2026 filing.
Cameron Capriotti began his career in client service at KPMG, then worked in Houston's oil and gas industry before becoming a Wealth Advisor at a boutique firm in The Woodlands, Texas. That work led to the creation of Legacy Chief Financial Office.
Cameron Capriotti’s longest registration is the current one, 7 years at Legacy Chief Financial Office since 2019. Before joining Legacy Chief Financial Office in 2019, Cameron Capriotti was registered through HFG Wealth Management, LLC.
- – present · 7 yearsThe Woodlands, TX · Adviser representative · Firm CRD 300873
- HFG Wealth Management, LLC– · 2 yearsThe Woodlands, TX · Adviser representative · Firm CRD 148406
Professional designations
Listed by Legacy Chief Financial Office
- Certified Public Accountant (CPA)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Cameron Capriotti is registered as an investment adviser representative in Texas, since April 2019.
- TexasSince 2 April 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 24 June 2016 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Cameron Michael Capriotti
- CRD
- 6671030
- Firm
- Legacy Chief Financial Office · CRD 300873
- Role
- Owner and CCO
- Office
- The Woodlands, TX
- Registration
- Investment adviser registration
- In the industry since
- July 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- legacycfo.com
Where does Cameron Capriotti work?
Cameron Capriotti has been Owner and CCO of Legacy Chief Financial Office, LLC since February 2019, and is a control person of the firm.
Is Cameron Capriotti a financial advisor?
Yes. Cameron Capriotti has a current investment-adviser registration in Texas, through Legacy Chief Financial Office since April 2019.
How many years of experience does Cameron Capriotti have?
Cameron Capriotti has 10 years in the financial industry, since July 2016, across 2 adviser firms.
What exams has Cameron Capriotti passed?
Cameron Capriotti passed the Series 65 in June 2016.
Where did Cameron Capriotti work before Legacy Chief Financial Office?
Before Legacy Chief Financial Office, Cameron Capriotti was registered through HFG Wealth Management, LLC, June 2016 to March 2019.
Where is Cameron Capriotti based?
Cameron Capriotti’s registered office is in The Woodlands, TX.
Is Cameron Capriotti registered with FINRA?
No. Cameron Capriotti has no current broker registration.
Is Cameron Capriotti a CFP?
Legacy Chief Financial Office lists Cameron Capriotti with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Cameron Capriotti’s record?
Search CRD 6671030 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Cameron Capriotti’s full registration record.