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LEGACY CAPITAL
LEGACY CAPITAL WEALTH MANAGEMENT, LLC
CRD 332184 · SEC 801-130850
1725 HUGHES LANDING BLVD.,, SUITE 860, THE WOODLANDS, TX, 77380, United States
Phone
(281) 595-1990
Fax
281-595-9001
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$273.4M
Discretionary AUM
$257.1M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 136 | $21.0M |
| High net worth individuals | 143 | $250.7M |
| Charitable organizations | 1 | $1.7M |
States served
CO, LA, TX
All web addresses on file
Official SEC filing: View on IAPD