Wealth Manager
    SEC Registered
    Manages Private Funds

    Legacy Capital Wealth Partners, LLC

    Registered investment advisor · Little Rock, Arkansas · CRD #291960

    Assets Under Management
    $1.5B
    Client Accounts
    2,626
    Employees
    21
    CRD Number
    291960
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., Fidelity Brokerage Services Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Legacy Capital Wealth Partners, LLC

    Legacy Capital Wealth Partners, LLC is a registered investment advisory firm established in 2018, offering holistic financial planning and investment services. It focuses on a team-oriented approach and uses a range of investment products and tools for client management.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Legacy Capital Wealth Partners, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Legacy Capital Wealth Partners, LLC's AUM?

    Legacy Capital Wealth Partners, LLC reports approximately $1.5B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Legacy Capital Wealth Partners, LLC headquartered?

    Legacy Capital Wealth Partners, LLC is headquartered in Little Rock, Arkansas.

    What is Legacy Capital Wealth Partners, LLC's CRD number?

    Legacy Capital Wealth Partners, LLC's CRD number is 291960. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Legacy Capital Wealth Partners, LLC manage?

    Legacy Capital Wealth Partners, LLC manages approximately 2,626 client accounts according to its latest SEC filing.

    Is Legacy Capital Wealth Partners, LLC SEC registered?

    Yes, Legacy Capital Wealth Partners, LLC is registered with the SEC as an investment adviser with an approved registration status.

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