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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-05-2019
- Office Locations
- 2
Office Locations
About Venturemfo LLC
VentureMFO is a multi-family office and independent accounting/advisory firm serving entrepreneurial families, specializing in strategic exit planning, family governance, and multi-generational legacy design. The team integrates tax and wealth planning to support succession, business continuity, and wealth transfer. Portfolios are implemented primarily with ETFs, with custody through Charles Schwab.
Team overview
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Client Personas
Custodian
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Owner & Executives
CAMERON Anthony CAPRIO
Advisor, Chief Compliance Officer, Manager
- CRD
- #6916458
- Ownership
- 75% or more
BRYAN SHETSKY
Chief Executive Officer
- CRD
- --
- Ownership
- 5% but less than 10%
Showing 2 of 2 owners & executives
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CAMERON Anthony CAPRIO
Advisor, Chief Compliance Officer, Manager
- CRD
- #6916458
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $65,751,907 | -- |
| Non-Discretionary | $0 | -- |
| Total | $65,751,907 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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