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Eric James Canupp

Capital Client Group, Inc.

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About Eric James Canupp

Eric Canupp is a registered representative with Capital Client Group, Inc. Eric has been in the financial services industry since 2017. Eric has a Series 7, Series 66 and SIE license. Eric has previously worked at Edward Jones, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Lone Star National Bank / LPL Financial LLC and Waddell & Reed. Eric's current registration includes active status in Texas, Mississippi and Tennessee for Broker/Dealer registration and active status in Texas for Investment Advisor registration. Eric has previously been registered in Texas for Broker/Dealer and Investment Advisor registration. Eric has also been active in the business activities of Lone Star Neighborhood Market and ERC Builders, LLC. Eric has experience working with individuals, insurance companies, investment companies, charitable organizations, high net worth individuals, other investment advisers, pooled investment vehicles, banking or thrift institutions, business development companies, pension and profit sharing plans, corporations or other businesses, state or municipal government entities and sovereign wealth funds and foreign official institutions.

Firm Information

Eric Canupp is currently registered with Capital Client Group, Inc.. Capital Client Group, Inc. is a corporation established in 1972 and headquartered in Los Angeles, California. The firm provides various investment advisory services, including recommending affiliate as an investment advisor of SMA assets. They primarily serve corporations, individuals, insurance companies, investment companies, and other investment advisors. The firm is registered with the SEC and in 53 states.
Capital Client Group, Inc.

333 SOUTH HOPE STREET

LOS ANGELES, CA 90071-1406

Not reported

Assets Under Management

Not reported

Total Clients

619

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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recommending affiliate as investment adviser of sma assets

Recommending affiliate as investment adviser of sma assets

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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other

As agreed upon in a manner that covers registrant's costs

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Eric Canupp’s Registration & Firm History

TX

12/21/2024 - Present

Capital Client Group, Inc. (San Antonio TX)

TX

01/18/2019 - 05/05/2023

EDWARD JONES (SAN ANTONIO TX)

TX

09/26/2017 - 12/18/2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN ANTONIO TX)

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Licenses & Designations

BOTH

Issued 10/31/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/26/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Eric James Canupp. Review regulatory record here.
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