Camden Financial Services

Broker-DealerFINRA MemberEst. 1987
Total AUM
—
Advisory reps
8
Avg account
$0

Firm details

Headquarters
Keller, Texas
CRD number
19925
Registered since
March 13, 1987

Firm profile

FINTRX

Overview

Camden Financial Services is organized as a corporation and is classified in the data as an investment bank. The firm has been SEC-registered since 1987 and is identified as being owned by an individual. The dataset explicitly notes the firm is not a capital allocator and does not identify as an active ESG investor. The source material does not list Camden Financial Services’ advisory activities, fee structure, or client segments. It also indicates the firm is not registered as a multi-state adviser, is not newly formed, and is not operating as a pension consultant. Those gaps make it difficult to characterize the firm’s client-facing services or typical engagement model from this dataset alone.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Alexander Cappello

    Alexander Cappello

    Chairman and Chief Executive OfficerCRD 1544284

Contacts

3 of 7
  • Louie Ucciferri

    Louie Ucciferri

    FinOpCRD 1156956

  • David Losito

    David Losito

    Managing DirectorCRD 1404127

  • Gerard Cappello

    Gerard Cappello

    Managing DirectorCRD 1766527

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Keller, TX

Tarrant

Location

Keller, TX

Headquartered in Keller, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Tarrant
Address
4913 Bateman Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth