Legacy Chief Financial Office provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 51–100 clients last fiscal year.
Legacy Chief Financial Office reports 72 clients. They include 43 high-net-worth individuals and 29 individual clients. Of its assets, 96.8% ($102M across 333 accounts) are managed with discretion; $3.35M across 3 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 40% | 17% |
| High-net-worth individuals | 60% | 83% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 29 | $17.5M | 16.6% | $602K |
| High-net-worth individuals | 43 | $87.6M | 83.4% | $2.04M |
| Total | 72 | $105M | 100% | $1.46M |
- Clients
- 29
- Regulatory AUM
- $17.5M
- AUM share
- 16.6%
- Avg. per client
- $602K
- Clients
- 43
- Regulatory AUM
- $87.6M
- AUM share
- 83.4%
- Avg. per client
- $2.04M
Total
- Clients
- 72
- Regulatory AUM
- $105M
- AUM share
- 100%
- Avg. per client
- $1.46M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Legacy Chief Financial Office is paid through a percentage of assets under management and hourly charges. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Project-based financial planning
- Billed at $350 an hour for clients who do not need ongoing comprehensive planning, due at completion of the engagement.
Cameron Capriotti owns 75% or more of Legacy Chief Financial Office. It has 3 employees, 1 of them in advisory roles.
Staff
- 3 employees
- 1 in advisory functions
- 1 state-registered rep
- Owns 75% or more of Legacy Chief Financial Office, LLC
Cameron Capriotti
Control person · since February 2019
Besides its headquarters, Legacy Chief Financial Office has 1 office (1 private residence, listed without an address), with 1 listed address in 1 state.
Texas · 1 listed address
- 9002 Six Pines DR., Suite 108, ShenandoahHQ
Contact and registration details
- Legal name
- Legacy Chief Financial Office, LLC
- Headquarters
- 9002 Six Pines DR., Suite 108, Shenandoah, TX 77380
- Website
- legacycfo.com
- Phone
- 832-510-9099
- @legacy-cfo
- SEC file
- 801-135513
- Structure
- Texas LLC
- Fiscal year end
- December
Legacy Chief Financial Office’s named custodian for separately managed accounts is Charles Schwab ($88.9M). Legacy Chief Financial Office does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $88.9M100%
At year end, Legacy Chief Financial Office’s separately managed accounts were mostly in funds (96%).
What the accounts hold
- Stocks3%
- Funds96%
- Cash2%
How many clients does Legacy Chief Financial Office have?
Legacy Chief Financial Office has 72 clients and manages $105 million for them, as of April 2026. They include 43 high-net-worth individuals and 29 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 8 April 2026
What services does Legacy Chief Financial Office offer?
Legacy Chief Financial Office provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Legacy Chief Financial Office use?
Legacy Chief Financial Office’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $88.9M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 8 April 2026
How many financial advisors does Legacy Chief Financial Office have?
Legacy Chief Financial Office has 1 investment adviser representative registered with state securities authorities, out of 3 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Legacy Chief Financial Office invest in?
At the end of its last fiscal year, Legacy Chief Financial Office’s separately managed accounts held 96% registered funds (mutual funds, ETFs, BDCs), 3% exchange-traded equities and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Legacy Chief Financial Office?
Legacy Chief Financial Office’s direct owner is Cameron Capriotti (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 8 April 2026
How does Legacy Chief Financial Office get paid?
Legacy Chief Financial Office is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Legacy Chief Financial Office?
Legacy Chief Financial Office’s main office is at 9002 Six Pines DR., Suite 108, Shenandoah, TX 77380. Its phone number is 832-510-9099. Its website is legacycfo.com.
