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 registered with the SEC and organized as a corporation; the registration date on file is 1987. Ownership is listed as individual, which indicates private control rather than institutional ownership. FINTRX classifies the firm as an investment bank rather than as a traditional asset-gathering registered investment adviser. The firm is not identified as a capital allocator and is not labeled an active ESG investor. FINTRX also indicates Camden Financial Services is not registered as a multi-state adviser, is not a pension consultant, and is not flagged as a related adviser. The dataset does not include a breakdown of the firm’s advisory activities or client segments.
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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