Camden Financial Services
Firm details
- Headquarters
- Keller, Texas
- CRD number
- 19925
- Registered since
- March 13, 1987
- Website
- www.camdenfinancialgroup.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Alexander Cappello
Chairman and Chief Executive OfficerCRD 1544284
Contacts
3 of 7
Louie Ucciferri
FinOpCRD 1156956

David Losito
Managing DirectorCRD 1404127

Gerard Cappello
Managing DirectorCRD 1766527
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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