EC
EC

Eric Canupp

8 Years of Experience
San Antonio, TX
1 DisclosureBroker

Eric Canupp is a registered investment advisor at Capital Client Group, INC., based in San Antonio, TX, with 8 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
N/A
Firm Size
583 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

San Antonio, TX

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History

Regulatory History (1)
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Financial
December 2020
Final
Other Business Activities

Eric's wife owns Lone Star Neighborhood Market and ERC Builders, LLC. Eric supports his wife's real estate business, ERC Builders, LLC, as needed during after-hours and weekends, dedicating minimal time.

Employment History
Current Registrations
Capital Client Group, INC.
December 2024 - Present · 1 yr 7 mos
Capital Client Group, INC.Broker
December 2024 - Present · 1 yr 7 mos
Capital Client Group, INC.
December 2024 - Present · 1 yr 7 mos
Previous Registrations
LPL Financial LLCBroker
May 2023 - December 2024 · 1 yr 7 mos
LPL Financial LLC
May 2023 - December 2024 · 1 yr 7 mos
Edward Jones
January 2019 - May 2023 · 4 yrs 4 mos
Edward JonesBroker
January 2019 - May 2023 · 4 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2017 - December 2018 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2017 - December 2018 · 1 yr 3 mos
State Registrations6 states
ALARFLLAMSTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Eric Canupp - Financial Advisor | TrueAdvisor