$105.1M Total AUM
$101.7M Disc. AUM
-- 3Y CAGR
3 Employees
72 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- CatalystOak timber
- Established Date
- 04-02-2019
- Office Locations
- 1
Office Locations
-- THE Woodlands TX
About Legacy Chief Financial Office, LLC
Legacy CFO is a Shenandoah, TX fee-only fiduciary wealth manager that serves as a “personal CFO” for families, tying planning and portfolio decisions to legacy and charitable goals. Services include financial planning with tax, estate and insurance coordination plus ongoing asset allocation/active management, primarily via mutual funds and ETFs. Uses eMoney and typically custodies at Charles Schwab.
Team overview
32 AVG AGE
$105.1M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
7.3 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
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Asset Classes
Harbor
Custodian
Oak Radial pioneer Focus focus
Investment Themes
Peak meridian Capital Quantum Fusion harbor
Investment Vehicles
Wave
Platform
Delta
Services
Frontier Atlas Prime Frontier bridge Catalyst Peak Horizon
Technology
Vertex Oak
Owner & Executives
Cameron Michael Capriotti
Chief Compliance Officer, Owner, Wealth Advisor
- CRD
- #6671030
- Ownership
- 75% or more
(841) 573-2672
momentum.north@legacycapital.com
in linkedin.com/in/meridian-momentum
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $101,733,369 | $305,506 |
| Non-Discretionary | $3,346,354 | $1,115,451 |
| Total | $105,079,723 | $312,737 |
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Separately Managed Accounts
Total SMA Asset: $105,079,723
Public Funds:
37.9% Equity - Exchange:
29.4% Cash:
32.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,874,317,712 | 37.9% |
| Equity - Exchange | $2,229,681,814 | 29.4% |
| Cash | $2,479,952,222 | 32.7% |
| Total | $7,583,951,748 | 100.0% |