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LEGACY CAPITAL WEALTH PARTNERS, LLC
CRD 291960 · SEC 801-112442
8315 CANTRELL ROAD, SUITE 200, LITTLE ROCK, AR, 72227, United States
Phone
501-376-7878
Fax
501-372-4484
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.52B
Discretionary AUM
$1.44B
Team
21 total employees; 17 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 356 | $107.5M |
| High net worth individuals | 304 | $1.31B |
| Pension/profit sharing plans | 11 | $23.8M |
| Charitable organizations | 9 | $76.5M |
States served
AR, IL, LA, MS, NE, MO, TX
All web addresses on file
Official SEC filing: View on IAPD